Rogé Report

Steven Rogé Featured in Yahoo Finance and AOL

Our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a Yahoo Finance and AOL article titled, “Tony Robbins Reveals Huge Warning About 401(k) Plans and Offers an Alternative.” In the piece written by Jake Arky, Steven offers his insights regarding target-date funds (TDFs), and shares pros and cons of alternative strategies like Pure...
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Steven Rogé Featured in U.S. News & World Report

We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in U.S. News & World Report’s article, “5 Best S&P 500 Index Funds to Buy Now.” In the piece written by Kate Stalter, Steven offers his insights into the advantages of investing in S&P 500 index funds, emphasizing their...
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Steven Rogé Featured in Yahoo Finance, Reuters, IndexBox

We’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article published on Yahoo Finance, Reuters, and IndexBox, titled, “Investors flock to safety of US short-term government bond funds.” Written by Patturaja Murugaboopathy, the article highlights a significant shift in investor behavior, with substantial inflows into U.S....
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Christine Parisi Featured in Yahoo Finance

We’re excited to share that our Senior Wealth Advisor, Christine Parisi, was recently featured in an article published on Yahoo Finance and GOBankingRates.com, titled, “5 Bad Money Habits That Hold People Back From Retiring Early.” Written by Nicole Spector, the piece explores how early retirement has become a key part of the modern American Dream, highlighting...
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Steven Rogé Appointed Adjunct Clinical Instructor at NYIT College of Osteopathic Medicine

We’re excited to share that our Chief Investment Officer and CEO, Steven M. Rogé, MBA, CFP®, AIF®, has been appointed as an Adjunct Clinical Instructor at the New York Institute of Technology College of Osteopathic Medicine (NYITCOM). Starting April 1, 2025, and continuing through March 31, 2026, Steven will serve as a preceptor, or a...
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block illustrations howing the first steps of retirement planning

What Are The First Steps of Retirement Planning? A Beginner’s Guide

Planning for retirement can be an exciting milestone. It’s your chance to turn years of hard work into a future filled with freedom, relaxation, and new adventures. But with so much information about retirement planning, it’s easy to feel unsure about where to start. What are the first steps of retirement planning? It all begins with...
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403b retirement in a white arrow on a notebook for the article what is a 403b retirement plan

What is a 403(b) Retirement Plan? Explained.

A 403(b) retirement plan is a valuable savings option designed for employees of public schools, nonprofit organizations, and certain religious institutions. Understanding what is a 403(b) and how it works can help individuals in these sectors make informed decisions about their retirement savings. While similar to a 401(k), a 403(b) is specifically tailored for those in...
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featured illustration for the article what is a 457 retirement plan

What is a 457(b) Retirement Plan and How Does It Work?

When planning for retirement, most people are familiar with 401(k) plans and IRAs, but fewer know the answer to an important question: what is a 457 retirement plan? This tax-advantaged savings vehicle is specifically designed for employees of state and local governments and certain nonprofit organizations, offering unique benefits that set it apart from other...
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How Can High Earners Maximize Roth Contributions in 2025 Despite Income Limits?

The concept of income limits for Roth IRA contributions is not new, they have been in place since Roth IRAs were introduced in 1997. Each year, the IRS adjusts the income phase-out ranges slightly to account for inflation. If you’re a high-income earner thinking about adding to your Roth IRA in 2025, IRS income limits...
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