We’re proud to share that Steven Rogé, Chief Investment Officer and CEO of R.W. Rogé & Company, has joined the board of directors of The Open Door. The Open Door’s mission is close to Steven’s heart. After years of volunteering with the Cape Ann nonprofit and receiving its Helen Muise Community Service Award in 2019 for...Read More
Click here to watch Episode 4, “Is AI a Bubble? What the Capex Data Actually Says,” on YouTube. AI is already changing the way we work. But behind every prompt, chatbot, and productivity boost is an enormous infrastructure buildout, and an equally enormous amount of money being spent to support it. So, is the AI...Read More
The MoneyLion article “If America’s Total Auto Loan Debt Was Split Equally, How Much Would You Owe?” by journalist G. Brian Davis examines the continued rise of auto loan debt in the United States and the growing cost of purchasing a vehicle. The piece explains how higher prices, larger loans, and longer repayment terms can...Read More
Click here to watch Episode 3, “Your 401(k) Doesn’t Care Who Wins,” on YouTube. Election season has a way of making everything feel higher stakes, including your investments. As November approaches, investors may find themselves wondering what a change in Washington could mean for the stock market, their retirement accounts, and whether they should make...Read More
In the Kiplinger article “The Case for Carrying a Mortgage Into Retirement,” journalist Maurie Backman explores why entering retirement with a mortgage may make financial sense, particularly for homeowners with a low, fixed interest rate. The article examines the potential benefits of preserving liquidity, keeping funds invested, managing taxes, and maintaining greater financial flexibility. Our...Read More
R.W. Rogé & Company is pleased to announce that we have joined the Greater Cape Ann Chamber of Commerce, further strengthening our connection to the North Shore community served by our Beverly, Massachusetts office. The Greater Cape Ann Chamber is a nonprofit organization representing businesses and community organizations throughout Essex, Gloucester, Ipswich, Manchester-by-the-Sea, and Rockport,...Read More
A recent article by journalist Lydia Kibet, featured on MoneyLion and AOL.com, explores five risks people may overlook when pursuing Financial Independence, Retire Early, commonly known as FIRE. While aggressive saving and investing can make early retirement possible, the article explains why a successful plan must account for market volatility, healthcare expenses, lost earning years,...Read More
Click here to watch Episode 2, “Viral Money Advice: What’s Right and What’s Dangerous,” on YouTube. Financial advice is everywhere. Scroll through TikTok, Instagram, or YouTube long enough and you’re bound to hear someone confidently tell you what you should be doing with your money. So, which viral money advice is worth listening to, and...Read More
R.W. Rogé & Company is proud to share that our Wealth Advisor and Director of Investment Research, Christopher M. Kehoe, CFA®, CEPA®, has volunteered to serve on the Grant Making Committee for the Charlotte Community Foundation (CCF). The Charlotte Community Foundation is dedicated to strengthening Charlotte County through philanthropy, grantmaking, scholarships, nonprofit support, and community...Read More
