By Rosanne Rogé, CFP®, CSA®, RFGsm In 1970, the average life expectancy in the United States was 70. In 2012 it reached a record high of 78.8. Women, specifically, average 81.2 and men average 76.4. Regardless of gender or current age, we’re living longer more active lives than ever before, and the aging population...Read More
Managing Director Rosanne Rogé was quoted in The Wall Street Journal on May 3, 2015, in an article titled, “Male Investors vs. Female Investors.” The article, written by Georgette Jasen, discusses what men and women can learn from each other’s best investment habits. To view the full article, click here. If you would like to...Read More
By Kelley Caponigro Assistant to the Chairman & CEO It can be easy to overlook your financial future when you’re busy living your life. However, it is important to consider how you want your life to look down the road, and how to turn that vision into a reality by planning strategically. Here are some...Read More
The investment markets in the first quarter of 2015 were up across most asset classes with the exception of money market funds which were flat. Despite a strengthening U.S. Dollar, international stocks had the best performance in the first quarter. Investors are anticipating the improved competitive position of foreign companies versus their U.S. counterparts. In...Read More
By: Steven M. Rogé, MBA, AIF® Director of Research and Portfolio Management Going back thousands of years, one of the very basic ways to measure was done using a Balance Scale. Simply knowing the weight on one side and loading up the other side of the scale would give the weight measurement of an item....Read More
By Rosanne Rogé, CSA, RFG, CFP® Managing Director Frequently referred to as the “Sandwich Generation,” Baby Boomers are increasingly tasked with caring for both aging parents as well as minor aged children, or “boomerang” adult children who have returned home due to divorce or the economic environment. In fact, according to the Pew Research...Read More
The domestic stock market performance in the fourth quarter of 2014 was solid. Foreign securities suffered as the strong U.S. Dollar and weak economies abroad weighed on investor’s returns. Smaller-company stocks played catch up with a strong performance in the fourth quarter, bringing returns back into positive territory for the year. Overall, 2014 was another...Read More
By Rosanne Rogé, CSA, RFG, CFP® Unlike traditional health insurance, Long Term Care insurance is designed to cover long-term services and support, including personal and custodial care in a variety of settings such as your home, a community organization or other facility. There are a range of care options and benefits to select from, and...Read More
By Rosanne Rogé, CSA, RFG, CFP® Remember the days when the only way someone could steal your identity was by taking your purse or wallet? Today identity theft is at an all time high thanks to things like online banking, shopping and computer hacking. In addition, sending important or personal communications via e-mail and text...Read More
