Curious about Social Security and what’s true versus what’s myth? You’re not alone! In fact, a significant number of Americans hold misconceptions about Social Security. For instance, a 2024 survey by the TransAmerica Center for Retirement Studies found that 38% of current workers fear that Social Security benefits will disappear before they retire. Additionally, a 2023 Gallup poll revealed...Read More
We’re excited to share that our Senior Wealth Advisor, Christine Parisi, was recently featured in a Long Island Business News article titled, “Financial Advisors Offer Tips on Examining Employee Benefit Changes.” The piece was written by Ed Moltzen, and highlights the steps employers can take to optimize benefits for their employees and enhance long-term stability....Read More
The financial world is constantly changing, and with it comes a whole new set of buzzwords to describe trends, technologies, and challenges in the industry. While some of these terms may sound complicated — or even a bit gimmicky — they often highlight important shifts in how money is managed, how the economy is viewed,...Read More
As you approach your retirement years, understanding how to minimize RMD taxes becomes crucial for preserving your financial well-being. Required Minimum Distributions (RMDs) can significantly impact your retirement strategy and tax planning. In this post, we’ll explain what RMDs are, who they affect, and explore 5 strategies to minimize RMD taxes to help reduce the...Read More
We are thrilled to announce that our Chief Investment Officer and CEO, Steven Rogé, has been invited as a distinguished guest speaker at the National Association of Personal Financial Advisors (NAPFA) Fall 2024 National Conference! The event will be held from October 30 – November 2, 2024, at the Omni Nashville Hotel in the vibrant...Read More
We are honored to announce that R.W. Rogé & Company, Inc. has been selected as a finalist for The 2024 Luminaries Awards, presented by ThinkAdvisor, in the Corporate Social Responsibility category, alongside esteemed firms Bailard and Greenspring Advisors. The Luminaries Award recognizes companies and professionals in the financial services industry who demonstrate exemplary leadership, innovation, and...Read More
“Presidents come and go, but the markets continue to move higher over time.” – Ronald W. Rogé | Founder of R.W. Rogé & Company, Inc. Presidential elections in the United States have always been pivotal events, but this time feels particularly different. The age-old question persists – how do elections affect the stock market? The...Read More
We’re excited to announce that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article titled, “‘T-Bill and Chill’ Is a Hard Habit for Investors to Break,” which was shared by various news outlets, including Advisor Perspectives, Yahoo Finance, Bloomberg, Barchart, Nasdaq, and WealthManagement.com. The article delves into the phenomenon where...Read More
“The markets – whether investors like to believe so or not – have always been unpredictable.” – Ronald W. Rogé | Founder of R.W. Rogé & Company, Inc. Stock market volatility is frequently a topic of significant concern, and it’s completely understandable for investors to feel uneasy when the market exhibits fluctuations. As a fee-only...Read More
