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
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
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
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
