By Kelley Muhsemann Marketing Manager At R.W. Rogé & Company, Inc., we believe that empowering individuals with financial knowledge is crucial for building a secure future. To celebrate Financial Literacy Month, we’ve put together a series of articles that will delve into the unique financial challenges and priorities faced by different generations, providing tailored advice...Read More
Fear and greed investing has long been recognized as one of the biggest challenges in the stock market, with these primal emotions driving countless decisions. Over the last century, trillions of dollars have been lost as investors succumbed to the swings of market sentiment—either chasing gains driven by greed or fleeing losses out of...Read More
By Kelley Muhsemann Marketing Manager We’re kicking off 2024 by celebrating Financial Wellness Month! Instead of providing you with various tips and tricks on how to set forth and achieve financial wellness – we’ve decided to look inward and reflect as fee-only financial advisors to answer the question: What does “Financial Wellness” mean to us?...Read More
The U.S. government instituted a new law called the Corporate Transparency Act (CTA) as part of the National Defense Authorization Act for Fiscal Year 2021. What is the Corporate Transparency Act? It’s game-changer for business accountability, and a landmark legislation that aims to curb money laundering, terrorism financing, and other forms of financial crimes by...Read More
A study conducted by the Williams Group found that 70% of wealthy families lose their wealth by the next generation, and 90% lose it by the generation after that. Additionally, 78% of wealthy individuals believe their heirs lack the financial education and responsibility to manage an inheritance. These startling statistics highlight the importance of equipping future...Read More
For decades, Americans have worried about the future of Social Security, with recent headlines raising alarms that it could run out by 2035. This pressing question, “Will Social Security run out?” has sparked widespread concern, especially among retirees and pre-retirees. The fear that Social Security will run out by 2035 has been at the forefront...Read More
When R.W. Rogé & Company, Inc. was founded in 1986, one of the things that set us apart from other advisors was, of course, the fact that we are a fee-only, fiduciary that works in the best interest of our clients all the time – and the second was our newsletter, “The Rogé Report.” At...Read More
By Ronald W. Rogé, MS, CFP® Chairman & CEO “I am sorry Dave. I am afraid I can’t do that,” HAL calmly says to Dr. David Bowman who is locked out of his spaceship, in the movie 2001: A Space Odyssey (1968). If you have been watching or listening to the news media these past...Read More
We are thrilled to announce that R.W. Rogé & Company, Inc. has been named one of America’s Top RIAs for 2023. With nearly 15,000 Registered Investment Advisors (RIAs) currently operating in the U.S., this is quite an admirable recognition. A huge thank you to our team, as well as our wonderful family of clients, for...Read More
