Recent News | R. W. Rogé & Company

Recent News

Exciting Announcement!

We are pleased to announce that Mrs. Christine M. Parisi, CFP® is rejoining our firm on May 29, 2018, as a Senior Wealth Advisor. Christine was a valued member of the R.W. Rogé & Company team from 2002 to 2008. In 2008 she left full-time employment to care for her growing family. Christine earned her...
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Making Sense of Friday’s Market Decline

By Ronald W. Rogé, MS, CFP® Chairman & CEO On Friday, February 2, the stock market declined approximately 2.2%, a sharp reversal from the broad-based advance of the past year.  The Dow Jones Industrials Average is still up 27% over the past year. We have had positive stock market returns with low volatility for over...
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In The News

Beware Of Being In A Hospital For “Observation”

Managing Director Rosanne Rogé was recently featured in an article titled “Beware Of Being In A Hospital For ‘Observation,'” written by Karen DeMasters. The article was featured in Financial Advisor Magazine, and discusses the monetary difference of being labeled an inpatient or outpatient when entering a hospital. To view the full article, click here. Print...
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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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