The Coronavirus and the mitigation measures being taken by governments, businesses and individuals are causing concern and fear worldwide. The virus itself needs mitigation measures because it may be more contagious than the flu. Everyone is being asked to sacrifice by staying home, exercising recommended hygiene measures and adhering to all social distancing recommendations. If...Read More
By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management As you are undoubtably aware, the Coronavirus (COVID-19) is all over the news affecting people’s emotions, stock market volatility, and in some cases their lives. If you are wondering how this is affecting your portfolio, keep in mind that R.W. Rogé & Company,...Read More
BENEFITS FOR CAREGIVERS Managing Director Rosanne Rogé, RFG, CSA, CFP®, was recently featured in an article titled “Caregiver Tax Credits and Medical Expense Deductions.” The article was featured on Greatcall and discusses the benefits Caregivers are eligible for. To view the full article and learn more about how caregivers are entitled to quite a few deductions...Read More
ANNOUNCEMENT R. W. Rogé & Company, Inc., is pleased to announce that our Chairman and CEO, Ron Rogé, has been selected as one of the top advisors, in the United States, on the Investopedia 100 list of the most influential advisors for 2019. Investopedia 100 celebrates financial advisors who are making significant contributions to critical...Read More
After 23 years in our current office space in New York, which needs a refresh, new rugs, wallpaper and paint, we are proud to announce that we have decided to re-locate about 100 yards across the parking lot to One Corporate Drive. We continue to have the same landlord, similar parking lot, to an...Read More
By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management We occasionally get questions regarding our domestic equity investment focus. As our clients know, we’ve had this domestic bias for several years now. We made this decision after months of research and collaboration with industry experts to validate or dismiss our thesis that...Read More
What do you do if you become a victim of identity theft, cyber-attack or data breach? The following are the steps you need to take courtesy of Charles Schwab & Co., Inc. WITHIN THE FIRST 24-48 HOURS: Call your advisor, regardless of where or how the breach occurred, so he/she can watch for any suspicious...Read More
Office Happenings – Spring Edition By Ronald W. Rogé, MS, CFP® Welcome to the Spring edition of “Office Happenings”. We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use to provide our clients with outstanding services. We also will keep you up-to-date and share with you the...Read More
By Steven Rogé, MBA, AIF®, CMFC® Director of Research and Portfolio Management While we rang in the New Year with the Times Square ball drop, a lucky person just a few miles east in Long Island New York has been celebrating watching the mega millions ball drop in their favor. The Mega Millions drawing was...Read More
