What does it really cost to invest in cryptocurrency? In the article “The Real Cost of Investing in Crypto: Fees, Taxes and Hidden Charges Most People Don’t Know About” by journalist David Nadelle, featured in GoBankingRates and Yahoo Finance, the focus shifts beyond price swings and headlines to examine the expenses that can erode returns....Read More
What does it truly take to retire early, especially when your savings may need to last 40 to 50 years? The article “Retiring Early? These Smart Money Moves Can Make Your Savings Last Decades” by journalist Gabrielle Olya, published in GoBankingRates and Yahoo Finance, explores key strategies financial planners recommend. From building assets outside traditional retirement...Read More
We’re proud to share that our Chief Investment Officer & CEO, Steven Rogé, has been named a 2026 Five Star Wealth Manager, an honor recognizing exceptional wealth managers in the Greater Boston area. The Five Star Wealth Manager award is not a popularity contest or a simple nomination. It is based on an in-depth...Read More
Choosing a financial advisor is a deeply personal decision. While credentials and reputation matter, many investors go through a quiet, internal process, weighing trust, clarity, and confidence. That process is often guided by questions you may not fully articulate at first. If you’re interviewing advisors, here are five questions you may find yourself wrestling...Read More
While surveys suggest Americans believe they need well over a million dollars to retire comfortably, the recent Yahoo Finance article “Can You Really Retire on Social Security Alone in 2026? An Honest Budget Breakdown,” by journalist Josephine Nesbit takes a more practical look at what life might realistically look like for those who rely primarily...Read More
In “Boomers at 80: Why The ‘Great Wealth Transfer’ May Never Come,” journalist Aliss Higham explores what happens as the oldest Baby Boomers reach age 80, and why the long-anticipated transfer of wealth to younger generations may look very different than many expect. The article, featured in Newsweek, examines how decades of economic tailwinds helped Boomers...Read More
“Financial Experts Share the Simple Retirement Advice They’re Giving To Clients in 2026” by journalist Josephine Nesbit brings together straightforward, high-impact retirement guidance from a range of financial professionals, each offering one practical principle to help retirees navigate spending, saving, and planning decisions with greater confidence. The article was featured on GoBankingRates and Yahoo Finance,...Read More
In both investing and communication, long-term discipline tends to matter far more than reacting to short-term noise. As platforms rise, evolve, and sometimes introduce new uncertainties, financial professionals are increasingly asking thoughtful questions about credibility, reputation, and where trust is built. In “Is there a reputational risk for advisors still on X?” by Robert...Read More
In 2023 our founder, Ronald W. Rogé, wrote a lighthearted article using Artificial Intelligence (AI) titled, “2023: An Earth Odyssey,” a nod to the 1968 movie “2001: A Space Odyssey.” At the time, AI was still a novel idea with impressive but limited capabilities. Ron ended the article with this thought: Right now, AI is...Read More
