Rogé Report | 3/20 | R. W. Rogé & Company

Rogé Report

Bull Market

Eighth Anniversary of the Bull Market

By Steven Rogé, MBA, CMFC®, AIF® Director of Research and Portfolio Manager March 9, 2017 marked the 8th anniversary of the bull market, and it received lots of publicity in the press and media. There are differing opinions as to whether the stock market is overvalued now that the Dow and S&P 500 indices are...
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Protecting Your Investments from Conflicts of Interest

By Kelley Caponigro Assistant to the Chairman & CEO While many investors may not be aware of the Department of Labors (DOL) six-year battle to establish a fiduciary standard for anyone providing investment advice on retirement accounts, they are surely aware that President Donald Trump has issued a memorandum aimed at delaying these efforts. On...
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2017 Financial Goals

Realistic Resolutions for Millennials

By Kelley Caponigro Assistant to the Chairman & CEO Although we are a few weeks into the New Year, the pressure to eat healthier, improve yourself, volunteer, and spend more time with family is still palpable. New Year’s resolutions have been around since Babylonian times, and at the start of the 21st century in the...
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RW Roge 30 Years

2016 Fourth Quarter and Year-End Review

The stock market rallied 3.82% in the fourth quarter and almost 12% for the year. This is quite an amazing achievement considering that in January, stocks lost 5%, and were down nearly 10% for a short period during the month. Swings in return were even more dramatic for smaller company stocks as they crossed the...
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caregiving

Top Resources for Caregivers Update

By Rosanne Rogé, CSA, RFG, CFP® Managing Director A lot can change in two years, especially in terms of technological advances. Although many of the caregiving resources we compiled back in August 2015 are still viable today, there are some new players to the caregiving game. We have put together an updated list, complete with...
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2017

2016 Seemed Like a Very Strange Year to Me

By Ronald W. Rogé, MS, CFP® Chairman & CEO The year seemed very strange to me. The news was dominated by: Politics – Brexit in the United Kingdom and the U.S. Election Conflict and Tragedy – Numerous shootings and terrorist attacks Awards – Bob Dylan winning the Nobel Prize for Literature Business – EpiPen prices,...
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Social Security

A Small Cost of Living Adjustment for Social Security Benefits in 2017

By Rosanne Rogé, CFP®, CSA, RFGsm Managing Director If you have noticed a small dip in your Social Security payments recently, you are not alone. Based on the increase in the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), the recipients of Social Security Benefits will be receiving a small Cost of...
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chat

We Need to Talk …

By Rosanne Rogé, RFG, CSA, CFP® Managing Director Throughout life, there are many difficult parent-child conversations. Perhaps the most difficult are the conversations that take place between an aging parent and an adult child. It’s best not to enter into these important conversations blindly, so we’ve put together some helpful hints and resources on how...
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goals

What Does a Financial Advisor Do?

By Kelley Caponigro Assistant to the Chairman & CEO If you are not sure what a financial advisor does, you are not alone. In fact, a recent study found that more than one quarter of the population does not understand what a financial advisor does.1 The study uncovered the following statistics: The quote below by...
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