By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management The S&P 500 closed in bear market territory last week for the first time since 2008. A bear market is defined as a loss of greater than 20% from its previous high, which occurred in September of 2018. The stock market has been...Read More
In January 2006 I wrote the following poem titled, “T’was the Night Before Harry’s Retirement.” I paraphrased the 1823 poem from Clement C. Moore’s “A Visit from St. Nicholas” to describe some of the problems we are seeing today with clients who are nearing retirement. More than a decade later the poem is still...Read More
By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management Wednesday’s stock market drop of over 800 points (over 3%) on the Dow Jones Industrials Average surprised many investors. Comments from Federal Reserve Chairman Jerome Powell set in motion the rise in interest rates. Investors scrutinize every comment from the Chairman to glean...Read More
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...Read More
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...Read More
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.Read More
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.Read More
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.Read More
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...Read More
