Recent News | R. W. Rogé & Company

Recent News

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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In The News

10 Last-Minute Ways to Fund Your 529 Plan for 2015

Director of Wealth Management Christopher R. Wills was featured in an article on Time.com on Dec. 1, 2015. The article, “10 Last-Minute Ways to Fund Your 529 Plan for 2015,” was written by Denise Topolnicki. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor at R.W....
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In The News

Ivascyn’s Best Bet at Pimco Income Fuels First Inflows Since ’13

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Nov. 30, 2015 in an article titled, “Ivascyn’s Best Bet at Pimco Income Fuels First Inflows Since ’13,” by John Gittelsohn and Charles Stein. To view the full article, click here. If you would like to speak with a Senior...
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In The News

T. Rowe Funds Shine With Boost From Amazon as Valeant Bet Sours

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Nov. 13, 2015 in an article titled, “T. Rowe Funds Shine With Boost From Amazon as Valeant Bet Sours,” written by Charles Stein. To view the full article, click here. If you would like to speak with a Senior Wealth...
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In The News

Steven Rogé Featured in Wall Street Journal and Bloomberg News

Director of Research and Portfolio Manager Steven M. Rogé was recently featured in three articles – two in the Wall Street Journal on Oct. 29 and Oct. 30, and one in Bloomberg News on Oct. 29. To view the full articles, click on the links below. Two Sequoia Fund Directors Resign as Valeant Losses Mount...
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In The News

A Year After Gross Exit, TCW Leads Winners as Pimco Sheds Assets

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Sept. 23, 2015 in an article titled, “A Year After Gross Exit, TCW Leads Winners as Pimco Sheds Assets,” by Charles Stein. To view the full article, click here. If you would like to speak with a Senior Wealth Advisor...
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IF

Rosanne Rogé to Participate in Bob Veres’ Insider’s Forum Conference

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...
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Fee Only Fiduciary

R.W. Rogé & Company, Inc. to host Continuing Education Class for CPA’s

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...
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