We are pleased to announce that Managing Director, Rosanne Rogé, CFP®, RFG, CSA, will be speaking on a panel titled, “Real World Planning Challenges (and Solutions) for Client Longevity,” on Tuesday, September 29, 2015, at the Insiders Forum in Chandler, AZ. She will present new planning challenges related to longevity, as well as advances in...Read More
Director of Research and Portfolio Manager, Steven Rogé, will be hosting a Continuing Education Class for local CPA’s on Thursday, August 20, 2015. The class titled, “What You Need to Know About The Department of Labor’s Fiduciary Proposal,” will discuss setting standards for fiduciary obligation in retirement accounts. All participants of the hour-long class will...Read More
Managing Director, Rosanne Rogé was featured in the July issue of the Society of Certified Senior Advisors (CSA) Senior Spirit Newsletter. The feature discusses Rosanne’s personal caregiving experience, as well as her path to assisting the aging community, and how she became interested in the highly specialized field of financial gerontology. To read the full...Read More
Managing Director of R.W. Rogé & Company, Inc., Rosanne Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Rosanne will be speaking with radio personality and industry expert, Kent Smetters, about the highly specialized field of Financial Gerontology, discussing topics such as financial...Read More
Chairman and CEO Ron Rogé was quoted in the May 2015 issue of Money Magazine in an article titled, “101 Ways to Build Wealth.” The article is a collaboration by Daniel Bortz, Kara Brandeisky, Paul J. Lim and Taylor Tepper, and acts as a guide to financial independence. Some of the topics discussed include the...Read More
Ron Rogé, Chairman & CEO of R.W. Rogé & Company, Inc., was named one of the Best Financial Advisers for Dentists in the June 2015 issue of Dental Products Report. Congratulations Ron! To view the June issue, click here. To view Ron’s listing, click here.Read More
Chairman and CEO of R.W. Rogé & Company, Inc., Ron Rogé, has been invited to speak on “Your Money,” which airs on Sirius XM Business Radio, powered by the Wharton School. Ron will be speaking with radio personality and industry expert, Kent Smetters, about what it’s like to work with business owners and entrepreneurs, and...Read More
Managing Director Rosanne Rogé was quoted in The Wall Street Journal on May 3, 2015, in an article titled, “Male Investors vs. Female Investors.” The article, written by Georgette Jasen, discusses what men and women can learn from each other’s best investment habits. To view the full article, click here. If you would like to...Read More
Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Feb. 9, 2015 in an article titled, “Janus Unconstrained Got Least Money Since Gross Took Over.” To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W. Rogé & Company, Inc.,...Read More
