We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an Investopedia article by journalist Beverly Bird titled, “Here’s What Saving $5 Every Day for 10 Years Could Do for Your Savings.” The article illustrates how setting aside just $5 a day can grow into nearly $21,000 over...Read More
With markets near record highs, many executives are facing a complex decision: when (and whether) to exercise their stock options. In his article, “Stock Prices Are High. Is It a Good Time to Exercise Employee Stock Options?”, originally published in Barron’s and featured on MSN, journalist Tom Taulli explores the financial and tax implications of...Read More
We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in the Newsweek article, “The Real Reason Gen Zers Are Turning Their Backs on Pensions,” by journalist Melissa Fleur Afshar. In the piece, experts explore why today’s young professionals are rethinking traditional retirement paths, highlighting how shifting job...Read More
We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in Investopedia in an article by financial journalist Beverly Bird titled, “They Know It’s Risky. They’re Doing It Anyway: Inside Gen Z’s Crypto Habit.” The piece explores why nearly half of Gen Z investors are trading cryptocurrency, despite...Read More
We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in U.S. News & World Report in an article by financial journalist Brian O’Connell titled, “Will the Stock Market Crash in 2025? 5 Risk Factors.” In the piece, Steven provides his perspective on the state of today’s markets, including...Read More
We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a MarketWatch article by journalist Morey Stettner titled, “The rich already know how private equity mints money — and it’s not from a 401(k).” The article explores the White House’s recent executive order allowing retirement savers to access...Read More
At R.W. Rogé & Company, we believe that staying ahead of emerging trends is essential to guiding our family of clients as they work toward a more secure financial future. In keeping with that commitment, we’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, has earned the Certificate in Blockchain and...Read More
We’re proud to share that our Chief Investment Officer and CEO Steven Rogé, has earned the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services, a graduate-level credential that will allow us to help clients articulate and advance their deepest aspirations for self, family, and society by integrating meaningful charitable goals into...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a U.S. News & World Report article by journalist Kate Stalter, titled “10 Best Investments to Watch in 2025.” The article takes a timely look at where investors are turning in today’s complex market environment, with the S&P...Read More
