Rogé Report

Should You Lease or Buy Your Next Vehicle?

By Steven M. Rogé, MBA, CFP®, AIF® Managing Director & Chief Investment Officer One of the most frequent questions we get from our clients is whether they should lease or buy their next vehicle. It can quickly and decisively be answered with, “it depends.” There are several factors to consider prior to deciding on your...
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Who We Are and How We Serve Our Clients?

By Ronald W. Rogé, MS, CFP® Founded on July 28, 1986, our fee-only financial advisory firm is celebrating its 36th anniversary. In that time, we have helped individuals not only in the Long Island and New York metropolitan areas, but throughout the country in 17 states Plan, Achieve and Live® the life they want. Today...
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Is Inflation the Problem?

By Ronald W. Rogé, MS, CFP® Chairman & CEO The Federal Reserve has begun to raise interest rates in its effort to combat inflation in the U.S. which is currently 8.3%. The inflation rate in the United States has averaged 3.26% from 1914 until 2022. We did some research on the cause of each U.S....
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Navigating Market Volatility

Over the past several years, creating a portfolio of domestic stocks, bonds, and cash worked perfectly and was hard to beat. While it may be comfortable to settle on an investment strategy that works well, we are always challenging this investment thesis. Behind the scenes we have been exploring alternative sources of returns for our...
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Retirement: Here’s what financial experts think about bitcoin in your 401(k)

R.W. Rogé & Company, Inc. Chairman and CEO, Ronald W. Rogé, MS, CFP®, was recently quoted in an article titled “Retirement: Here’s what financial experts think about bitcoin in your 401(k).” The article addresses whether investors should consider adding bitcoin to their retirement account. It was featured in Yahoo Money and written by Senior Columnist...
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What to Do When Laid Off

By Steven M. Rogé, MBA, CFP®, AIF® Chief Investment Officer As companies struggle to navigate the COVID-19 pandemic and many shift from brick-and-mortar based businesses to hybrid or virtual, thousands of people have lost their jobs. According to PEW Research Center, the pandemic has caused layoffs for a quarter of U.S. adults, and a third...
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Office Happenings – Spring 2022

We’re excited to share our spring edition of “Office Happenings,” featuring a “new addition,” updated staff credentials and titles, our ongoing initiative to never stop learning, and some innovative offers now available to our family of clients. Check out what’s new and exciting with the R.W. Rogé & Company, Inc. team by clicking here. Wishing...
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How Stock Options Work

By Steven M. Rogé, MBA, CFP®, AIF® Chief Investment Officer The late-great Yogi Berra once said, “They give you cash, which is just as good as money.” Back when Yogi was busy winning one of his 13 world championships there wasn’t such a thing as “Incentive Stock Options” or ISOs. It wasn’t until the 1960s...
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Russian – Ukraine Conflict

Unless you have been living off-the-grid, you know by now that Valdemar Putin has ordered the invasion of Ukraine. It’s never pleasant reaching out to you during such a tragic event that will leave a permanent human toll, especially when our focus will naturally be on the effects this event may have on our portfolios....
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