Recent News | R. W. Rogé & Company

Recent News

R.W. Rogé & Company, Inc. Featured in Medical Economics

We are pleased to announce that R.W. Rogé & Company, Inc. was featured in the Medical Economics 2021 Financial Advisor Guide for Physicians. To view the full guide, click here. R.W. Rogé & Company, Inc. helps clients Plan, Achieve, and Live the life they want. To learn more about how we do this, click here. To...
Read More

Congratulations Steven M. Rogé, MBA, CFP®, AIF®

  We are thrilled to announce that after years of attending classes, studying, hard work, and dedication, our Managing Director and Chief Investment Officer, Steven M. Rogé, has obtained the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. CERTIFIED FINANCIAL PLANNER™ (CFP®) is a formal certification granted in recognition of expertise in the areas of financial, estate,...
Read More

Happy Holidays From R.W. Rogé & Company, Inc.

On behalf of our entire team, we wish you and your family a happy, healthy, and safe Holiday season! R.W. Rogé & Company, Inc. helps clients Plan, Achieve, and Live the life they want. To learn more about how we do this, click here. To discuss your financial future with a knowledgeable Senior Wealth Advisor, contact...
Read More

Are You Concerned About the Stock Market and 2020 Election?

While only a handful of our clients have voiced their concern about the upcoming elections impact on the markets and the economy, we know the topic is likely to be on everyone’s mind. Therefore, I wanted to share my thoughts on this complicated subject with you. In the past, my response about presidential elections and...
Read More

R.W. Rogé & Company, Inc. Celebrates 34 Years In Business

Today marks 34 years in business for R.W. Rogé & Company, Inc. A heartfelt “Thank You” to our dedicated employees, and all of our wonderful clients, some of whom have been with us since 1986. We are honored to be a part of you and your families lives, and look forward to helping you Plan,...
Read More

R.W. Rogé & Company, Inc. Named One of the Top Advisory Firms by investor.com

We are pleased to announce that R. W. Rogé & Company, Inc. has been named one of the Investor.com 2020 Top Advisory Firms in both New York and Massachusetts. We are one of only 114 firms in the entire state of New York, and one of only 100 firms in the state of Massachusetts to...
Read More

Office Happenings – Spring Edition

Welcome to the spring edition of “Office Happenings.” We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use, to provide our clients with outstanding services. We will also keep you up-to-date and share with you the things we discover that we believe are useful, educational, funny, and...
Read More

Scams to Avoid During the Pandemic

By Kelley Muhsemann Communications and Marketing Manager According to the Federal Trade Commission (FTC), Americans have lost $13.4 million to coronavirus-related scams since the beginning of 2020. Although it has always been important to stay vigilant and apprised of scam tactics, the pandemic has paved the way for opportunistic scammers to steal money and identities...
Read More
The CARES Act

The CARES Act: A Brief Overview

On Friday, March 27, 2020, President Trump signed into law a $2 trillion Coronavirus economic stimulus bill known as the “Coronavirus Aid, Relief, and Economic Security (CARES) Act.” The CARES Act is in response to the global health pandemic, COVID-19, and aims to provide financial relief for both large and small businesses, individuals, state governments...
Read More
1 2 3 19

Like Us on Facebook