Recent News

If You’re 70½, It’s Time to Take Money From Your Retirement Account

Director of Client Services Frank J. Fiumecaldo was quoted in a recent article titled, “If You’re 70½, It’s Time to Take Money From Your Retirement Account,” written by Ann Carrns. The article was featured in The New York Times, and discusses the importance of taking Required Minimum Distributions (RMDs) from individual retirement accounts and 401(k)’s....
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Millennial Millionaires Think Their Investments Will Rise a Whopping 16% Next Year

Chairman & CEO Ronald W. Rogé was quoted in a recent article titled, “Millennial Millionaires Think Their Investments Will Rise a Whopping 16% Next Year,” written by Paul J. Lim. The article was featured in Money Magazine, and discusses Millennial investment return expectations. To view the full article, click here. Print or Email:Print
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In The News

Selling Fiduciary Advice to Confused Investors

Chairman & CEO Ronald W. Rogé was mentioned in a recent article titled, “Selling Fiduciary Advice to Confused Investors,” written by Bob Clark. The article was featured on ThinkAdvisor, and discusses the confusing terminology for fiduciary advice. To view the full article, click here. Print or Email:Print
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In The News

A Single Woman’s Guide to Retirement Planning

Chairman and CEO Ronald W. Rogé was featured in The Fiscal Times on July 22, 2016 in an article titled, “A Single Woman’s Guide to Retirement Planning” by Beth Braverman. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc., please...
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In The News

Goldfarb Exits as Sequoia’s Valeant Debacle Caps 45-Year Career

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on March 23, 2016 in an article titled, “Goldfarb Exits as Sequoia’s Valeant Debacle Caps 45-Year Career” by Charles Stein. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé...
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this too shall pass

Ron Rogé on Recent Market Volatility: This Too Shall Pass

By: Ronald W. Rogé, MS, CFP® Chairman & CEO If you have not been following the news since the first of the year, the big story for the New Year has not been something outrageous that Donald Trump said, it has been the volatility of the stock market.  Since January 1, 2016 the stock market,...
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FRANK J. FIUMECALDO, CFP

Congratulations Frank J. Fiumecaldo, CFP®

We are thrilled to announce that after years of continuous studying, hard work and dedication, Mr. Frank J. Fiumecaldo has obtained the prestigious Certified Financial PlannerTM (CFP®) license.  This professional designation is granted by the Certified Financial Planning Board of Standards, and involves rigorous education, testing and experience.  With this achievement Frank has been promoted...
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In The News

Protect Your Future Self From Financial Abuse

Managing Director Rosanne Rogé was recently featured in an article titled, “Protect Your Future Self From Financial Abuse.” The article appeared in The Wall Street Journal on Dec. 17, and was written by Anna Prior. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc., please contact us...
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In The News

Steven Rogé Discusses Third Avenue Management

Director of Research and Portfolio Manager Steven M. Rogé was recently featured in Bloomberg News, Newsmax Finance and The Boston Globe on Dec. 16, 2015. To view the full articles, click on the links below. Third Avenue Bled Managers, Billions of Assets Before Fund Shut Third Avenue Stumbles on Distress Investing Martin Whitman Pioneered Before...
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