We are honored to announce that R.W. Rogé & Company, Inc. has been selected as a finalist for The 2024 Luminaries Awards, presented by ThinkAdvisor, in the Corporate Social Responsibility category, alongside esteemed firms Bailard and Greenspring Advisors. The Luminaries Award recognizes companies and professionals in the financial services industry who demonstrate exemplary leadership, innovation, and...Read More
“Presidents come and go, but the markets continue to move higher over time.” – Ronald W. Rogé | Founder of R.W. Rogé & Company, Inc. Presidential elections in the United States have always been pivotal events, but this time feels particularly different. The age-old question persists – how do elections affect the stock market? The...Read More
We’re excited to announce that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article titled, “‘T-Bill and Chill’ Is a Hard Habit for Investors to Break,” which was shared by various news outlets, including Advisor Perspectives, Yahoo Finance, Bloomberg, Barchart, Nasdaq, and WealthManagement.com. The article delves into the phenomenon where...Read More
“The markets – whether investors like to believe so or not – have always been unpredictable.” – Ronald W. Rogé | Founder of R.W. Rogé & Company, Inc. Stock market volatility is frequently a topic of significant concern, and it’s completely understandable for investors to feel uneasy when the market exhibits fluctuations. As a fee-only...Read More
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
