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Steven Roge

Personal Finance, Retirement, Investing
“With over two decades of experience in the financial industry, Steven Roge is committed to helping clients Plan, Achieve and Live® the life they want.”

R.W. Rogé & Company, Inc.

Job Title:

Director of Research and Portfolio Manager


As the Director of Research and Portfolio Manager at R.W. Rogé & Company, Inc., Steven Roge provides the investment committee with research, investment and portfolio allocation recommendations. He is the lead portfolio manager and helps to implement and refine the ResearchEdgeTM process, which drives all of the investment decisions. Steven also serves on the firm’s Research and Investment Management Committee, and is responsible for the oversight of the firms operations and management, as well as business development and client relations.

Frequently quoted in the national and local press and media, Steven’s articles and commentary have appeared in The Wall Street Journal, BusinessWeek, Kiplinger’s Personal Finance, Smart Money, Bloomberg, The New York Times, Dow Jones Newswires, Newsday, TheSteet.com, Fox Business News, U.S. News and World Report, Barron’s, Investment News, Financial Advisor Magazine, BottomLine Personal, The Wall Street Journal Transcript, CNBC’s “MSN Money,” and more. In addition, he has appeared on Fox Business Network, Fox News and CNBC as an expert stock picker.

Steven is married with two children, Benjamin and Samantha, and runs our Beverly, MA office.


MA, Business Administration, Babson College Graduate School of Business
BS, Finance and Economics, Bryant University

Fee Structure:


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What is the future of the oil industry?
40% of people found this answer helpful

According to OPEC monthly oil reports demand and supply for oil continues to increase and hasn’t had a decrease since the Great Recession in 2008/09. The rate of growth in demand seems to be growing around the same rate as inflation, or around 2%. However we do believe there has been a fundamental shift in the energy industry over the past decade. We’ve seen technology do to this industry as we’ve seen with other high margin industries in history. Technology has stabilized the supply of energy by improving the methods of extraction, particularly here in the U.S. with fracking. In addition we’ve seen supplemental sources of energy come on-board such as natural gas, solar, wind, etc. Going forward, all these new alternative energy sources limits the amount of excess profit that the oil industry can achieve for any meaningful amount of time. The oil sector is around 9% of the S&P 500 and we expect that to decline gradually over time as it only increases at the rate of inflation like other commodity businesses. However, like most sectors it can become hot and cold for long periods of time and defy logic.

June 2017
    Retirement Savings, Stocks
Are qualified dividend paying stocks a reliable source of passive income for retirement?
27% of people found this answer helpful
April 2017
    Stocks, Taxes
When I sell stock that is in an IRA account, am I taxed when the stock is sold or when I receive the proceeds?
25% of people found this answer helpful
September 2017
    Financial Planning
Are financial advisors more focused on planning for older generations?
22% of people found this answer helpful
April 2017
    Personal Finance, Investing
Which is the better indicator of an investment's performance?
20% of people found this answer helpful
April 2017