Rogé Report

R.W. Rogé Nominated for Best Financial Advisor Long Island 2024

Last year, after more than 1 million votes cast, R.W. Rogé & Company, Inc. was named “Best Financial Advisor on Long Island” by Bethpage Federal Credit Union. We are thrilled to announce that we have been nominated once again! You’ll find our company name within the “Services” section, under the category “Best Financial Advisor.” You...
Read More

The Six Biggest Mistakes Investors Make – and How to Fix Them

By Kelley Muhsemann Marketing Manager Investing can be a rewarding journey, offering the potential for financial growth and security. However, it’s important to navigate this path with caution and avoid the common pitfalls that can lead to financial setbacks. Let’s explore six of the biggest financial mistakes investors make and provide insights on how to...
Read More

2023: An Earth Odyssey

By Ronald W. Rogé, MS, CFP® Chairman & CEO “I am sorry Dave. I am afraid I can’t do that,” HAL calmly says to Dr. David Bowman who is locked out of his spaceship, in the movie 2001: A Space Odyssey (1968). If you have been watching or listening to the news media these past...
Read More
2023 Top RIA in US

R.W. Rogé & Company Named One of America’s Top RIAs for 2023

We are thrilled to announce that R.W. Rogé & Company, Inc. has been named one of America’s Top RIAs for 2023. With nearly 15,000 Registered Investment Advisors (RIAs) currently operating in the U.S., this is quite an admirable recognition. A huge thank you to our team, as well as our wonderful family of clients, for...
Read More
RWR celebrates 37 years in business

R.W. Rogé & Company, Inc. Celebrates 37 Years in Business

To help celebrate 37 years in business, we have created a fun and interactive, “How Well Do You Know R.W. Rogé” quiz. You may learn a thing or two about our company or our team members that you didn’t know before. Click here to take our two-minute quiz, and let us know how you do!...
Read More
6 Essential Strategies for High Income Earners to Protect Wealth

Protecting Your Wealth: 6 Essential Strategies for High Income Earners

By Kelley Muhsemann Marketing Manager As a high-income earner, protecting and preserving your financial resources requires a comprehensive approach. Your strategy might encompass various legal, financial, and personal considerations, as well as both proactive strategies and reactive precautions. Outlined below are several key actions and practical steps that must be taken so you can safeguard...
Read More

Inflation: What Your Bills Could Look Like in 2030

By Kelley Muhsemann Marketing Manager If you’re having sticker shock at the grocery store, you’re not alone. A whopping 93% of Americans are concerned with the current level of inflation. 1 What is Inflation? Inflation, defined as a measurement of how fast the prices of goods and services increase, is tied to a complex web...
Read More

New Rules for 529 Plans

By Steven M. Rogé, MBA, CFP®, AIF® Chief Investment Officer Within the 130 pages of the SECURE 2.0 Act, a small section can be found that outlines one’s ability to use a 529 plan for more than just educational expenses. This section strengthens the benefits of contributing to a 529 plan, but this time the...
Read More

Naming Beneficiaries on Retirement Accounts Under the SECURE Act

Naming Beneficiaries on Retirement Accounts Under the SECURE Act An interview with Katherine A. Southard, Esq. On December 20, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, and then on December 29, 2022, the SECURE 2.0 Act (the Act) was signed into law, creating major changes for IRA Beneficiaries. More...
Read More
1 2 3 4 29

Like Us on Facebook