We are thrilled to announce that R.W. Rogé & Company, Inc. has been recognized as one of America’s Top RIAs 2024 by Financial Advisor Magazine. This prestigious honor highlights our unwavering commitment to our clients’ best interests and our dedication to providing exceptional, fee-only financial planning and investment management services. Being named among the nation’s...Read More
Do you ever feel like the economic news you read just doesn’t match your personal financial experience? If so, you’re not alone. This phenomenon, known as a “vibecession,” highlights the growing disconnect between official economic data and the financial realities we face daily. First coined by economic commentator Kyla Scanlon in June 2022, the term...Read More
By Kelley Muhsemann Marketing Manager It’s hard to believe we’re already halfway through the year, but this is the perfect time to take a step back and reflect on your financial journey so far. Whether you’re saving for a big purchase, planning for retirement, or just trying to get a better handle on your finances,...Read More
As you may know, our Chief Investment Officer and CEO, Steven Rogé is an active member of Ed Slott’s Elite IRA Advisor GroupSM, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your retirement savings. Ed and his team of IRA Experts are a valued part...Read More
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced some of the most transformative updates to the U.S. tax code in recent memory. Designed to stimulate economic growth and provide tax relief for businesses and individuals, the TCJA made sweeping changes that significantly impacted high-net-worth investors. However, these changes were not permanent, and several...Read More
We are pleased to announce that our Chief Investment Officer and CEO, Steven M. Rogé, successfully completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC. Held on May 9-10, 2024, this exclusive workshop brought together members of Ed Slott’s Elite IRA Advisor GroupSM to delve into the latest strategies for...Read More
By Kelley Muhsemann Marketing Manager Wrapping up Financial Literacy Month, the fourth and final article in our financial literacy series takes a deep dive into the budding Generation Z. More commonly referred to as “Gen Z,” this cohort was born between 1997 and 2012, and make up about 14% of the U.S. population. According to...Read More
By Kelley Muhsemann Marketing Manager The third article in our financial literacy series focuses on Generation Y – more commonly known as “Millennials.” Born between 1981 and 1996, Millennials came of age during the Great Recession, and face a unique set of financial challenges compared to previous generations. In fact, according to Investopedia, Millennials “have entered...Read More
The second article in our Financial Literacy Month series is dedicated to Generation X. Born between 1965 and 1980, “Gen X” is balancing career advancement with heightened financial anxiety. This “sandwich generation” is in their key wealth-building years while also juggling working and caregiving. A recent study by Bankrate found that this cohort is significantly...Read More
