To Our Valued Clients, It is with profound sadness and a heavy heart that we share the news of the passing of our beloved founder and CEO, Ronald W. Rogé. After a long and courageous battle with cancer, Ron peacefully departed from this world on October 10, 2023. His loss leaves a void that can...Read More
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
Investing can be an incredibly rewarding journey, offering the potential for financial growth and long-term security. However, navigating the investment landscape without proper guidance or awareness of potential pitfalls can lead to financial setbacks that could have been avoided. Many investors, whether they’re beginners or seasoned veterans, often find themselves making the same critical errors....Read More
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
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
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
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
If you’re experiencing sticker shock at the grocery store or noticing the rising costs of goods and services in your daily life, you’re not alone. Inflation has been a hot topic of concern for millions of Americans, with a staggering 93% worried about its current impact on the economy. This begs the question: What will...Read More
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
