Office Happenings – Winter Edition By Ronald W. Rogé, MS, CFP® Welcome to the winter 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 Michelle Herbst Director of First Impressions It is that time of year again when people make New Year’s resolutions. Many people focus on changing their eating habits, starting an exercise routine or adding more physical activity to their lives, right any wrongs, or to live a kinder more caring life. However, how many people...Read More
What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the...Read More
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
