We ended the year with a strong fourth quarter return for domestic equities and to a lesser extent international equities. For the last four months of the year, we didn’t see much movement in fixed income, as the markets remained quiet. Overall, 2013 was a very good year for client portfolios, thanks to equities (stocks),...Read More
January 2014 Client Stories Part 3 This is the third in a series of real client stories. As previously stated, during these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relationship with their advisory firm. You can read more about how...Read More
We know the situation well: You want to plan for your financial future, but you need some help choosing the best investment strategy for your particular economic situation. A certified professional is certainly the right answer. Whether you are a private individual or a business owner, a Certified Financial Planner or a Chartered Financial Analyst...Read More
Client Stories Part 2 This is the second in a series of real client stories. As previously stated, during these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relatioinship with their advisory firm. You can read more about how we define...Read More
Minimize This Year’s Tax Bill Christopher R. Wills, CPA, CFA, CFP® Director of Wealth Management Paying taxes is part of life in the United States. While there’s no way to completely avoid taxes, smart planning can help you minimize what you owe. Generally, there are two strategies for minimizing your tax bill: delaying income...Read More
On July 26, 2013, R.W. Rogé & Company celebrated its 27th anniversary. During these past 27 years, I have learned through trial and error that what our clients really want is confidence, leadership, and an authentic relationship with their advisory firm. Confidence comes when clients feel that we truly understand their needs. Those needs then get articulated...Read More
The Benefits of Not Saving in a Retirement Account Qualified retirement plans are often marketed as an effective way to save money for the future because of their tax advantages. In the right situation, this can be true, but many investors get so caught up in saving through their retirement plans that they overlook other...Read More
We are proud to announce that our managing director, Rosanne Rogé, has been named one of Long Island’s Top 50 Most Influential Women in Business by Long Island Business News! It comes as no surprise to anyone who knows Rosanne that she was selected by the steering committee based on her business acumen, mentoring and...Read More
Estate Planning Tips for the Wealthy While accumulating wealth is important, one key step that many individuals postpone is creating a plan that protects that wealth. Unfortunately, such delay can cause them and their loved ones to risk losing a great amount of money to undue taxation, along with being exposed to other potential pitfalls....Read More
