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Rogers Wealth Group Blog –

Rogers Wealth Group Blog. Different investments behave differently during different times. As an example, when the real-estate market was booming in the ‘70s, the stock market had some of its worst years. Large-cap stocks were the top performing asset class in the late ‘90s, but did poorly in the 2000, 2001 and 2002 years. Halfway through 2003, large-cap stocks (growth and value) were up substantially. At times, the … [Read more.]. March 7, 2017. March 7, 2017. February 24, 2017. February 24, 2017. When ...

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Rogers Wealth Group Blog. Different investments behave differently during different times. As an example, when the real-estate market was booming in the ‘70s, the stock market had some of its worst years. Large-cap stocks were the top performing asset class in the late ‘90s, but did poorly in the 2000, 2001 and 2002 years. Halfway through 2003, large-cap stocks (growth and value) were up substantially. At times, the … [Read more.]. March 7, 2017. March 7, 2017. February 24, 2017. February 24, 2017. When ...
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Rogers Wealth Group Blog – | blog.rogerswealthgroup.com Reviews

https://blog.rogerswealthgroup.com

Rogers Wealth Group Blog. Different investments behave differently during different times. As an example, when the real-estate market was booming in the ‘70s, the stock market had some of its worst years. Large-cap stocks were the top performing asset class in the late ‘90s, but did poorly in the 2000, 2001 and 2002 years. Halfway through 2003, large-cap stocks (growth and value) were up substantially. At times, the … [Read more.]. March 7, 2017. March 7, 2017. February 24, 2017. February 24, 2017. When ...

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blog.rogerswealthgroup.com blog.rogerswealthgroup.com
1

Investment Tidbit 4

http://blog.rogerswealthgroup.com/investment-tidbit-4

Rogers Wealth Group Blog. Needs to establish his or her personal expected reasonable growth rate of return. The general rule of thumb is that if you take the percentage. Of decline tolerance (how much money you could stand to lose) in a given quarter that you are comfortable with, divide that percentage in half, and add a money market rate (typically 1 to 2 percent), the result is a reasonable rate of growth over a ten year period. For more information on investing. Contact Rogers Wealth Group.

2

#2 Lay the foundation: Decide the expenditures you’re willing to eliminate in order to reach your retirement goals.

http://blog.rogerswealthgroup.com/decide-what-youre-willing-to-eliminate-in-order-to-get-what-you-want

Rogers Wealth Group Blog. 2 Lay the foundation: Decide the expenditures you’re willing to eliminate in order to reach your retirement goals. Reschedule your life to start doing the things that build your future. Stop making excuses and start making it happen. Yes, this is a lot easier said than done. It’s a huge mental transaction to move from chasing dreams to learning to make decisions based on facts. Going from a Saver to an Investor. The First Time Investor. Ed, pp. 13). McGraw-Hill. October 10, 2016.

3

Investments

http://blog.rogerswealthgroup.com/category/investments

Rogers Wealth Group Blog. March 7, 2017. When we ask 401(k) participants how much money they want to make with their investments, they always say As much as I can. Everybody thinks they would love to be ultra aggressive. Who wants to make three percent per year? Everyone wants to make 15 percent, but most don’t understand the amount of risk they may have to take to get 15. This is where participants get into trouble. You have to think, … [Read more.]. February 24, 2017. February 24, 2017. July 17, 2015.

4

#1 Develop the blueprint: Determine your retirement goals and desires.

http://blog.rogerswealthgroup.com/determine-what-you-want

Rogers Wealth Group Blog. 1 Develop the blueprint: Determine your retirement goals and desires. Be absolutely clear about what you want out of your life before you decide what you’re willing to put into it. Why is it so important? What do you want to get out of life? What would make the hard work worth it? What would make you take the extra hours to learn as much as you could about it? We suggest that you take the time right now and write down what you want. Going from a Saver to an Investor.

5

Investment Tidbits 1

http://blog.rogerswealthgroup.com/making-informed-choices

Rogers Wealth Group Blog. Many participants in 401(k) plans have no investing. Experience. Few have ever read the academic research of investing, some of which has won the Nobel Prize. What little information they do have comes from television, newspapers, magazines, or co-worker conversations. Most of this information is misguided or sensationalized and lacks any foundation. Many false ideas are so widespread that the public, for the most part, simply accepts them as fact. February 20, 2017.

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Rogers Wealth Group Investment Management Process

http://www.rogerswealth.co/investment_management_process.aspx

How We Do It. How We Do It. Our collaborative Wealth Management approach involves combining our 2 processes that have helped us earn the coveted Five Star Wealth Manager Award for the 3rd straight year: we combine the consultative Wealth Management Process. With our Investment Management Process. This is an ongoing evaluation of your current situation. We reassess where you are now and where you want to go, and we consider any actions or changes that may be necessary to maximize the probability of ac...

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Rogers Wealth Group Investment Management

http://www.rogerswealth.co/wealth_management_process.aspx

How We Do It. How We Do It. Our Wealth Management Process was developed as a culmination of what we considered best-practices in wealth management. Only if our values are aligned and we can make a significant impact will we establish a relationship. We believe the simple, yet elegant approach has transformed our client experience into something they want to share with others (see 5-Star). We build our Wealth Management Process with you in mind! Interactive calculations, dynamic graphs and fully customiza...

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Rogers Wealth Group Investment Philosophy

http://www.rogerswealth.co/philosophy.aspx

How We Do It. A better way to invest. There’s a new model of investing. We’ve just been doing it since 1995. Our Retirement Plan Services Group strives to offer you the best value for your money. I Who We Are. I What We Do. I How We Do It. By i5 web works. How We Do It.

rogerswealth.co rogerswealth.co

Fee Only Investment Advisor | Wealth Management Services | Qualified Retirement Plans | Institutional Investing

http://www.rogerswealth.co/default.aspx

How We Do It. We can bring resources and time to ensure. That each client makes smart decisions. We serve as investment manager. For a select group of individuals and families. Rogers Wealth Group has been recognized. For outstanding lifetime achievements. Our Retirement Plan Services Group strives to offer you the best value for your money. Our fee-only RIA was established in late 1994 with Dale C. Rogers. Today, Craig C. Rogers. Rogers Wealth Group only conducts business in states where it is properly ...

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Rogers Wealth Group Site Map

http://www.rogerswealth.co/site-map.aspx

How We Do It. How We Do It. Rogers Wealth Group only conducts business in states where it is properly registered, or excluded or exempted from registration requirements. Nothing on our web site should be construed as advice. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. I Who We Are. I What We Do.

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Rogers Wealth Group Investment Management

http://www.rogerswealth.co/why_select_us.aspx

How We Do It. Finally, how do we know the investment experience is the experience you’ve always wanted? Because we take the time to ask you what you want and build the plan around your answers! Please see our four-time winner of the Five Star Wealth Manager Award. Colorado River Potash Rd. Moab, UT. A side road from Moab to a potassium phosphate mine. Lined with arches, petroglyphs, dinosaur tracks and the obvious geology shown in this picture. Photo by Charley A. I Who We Are. I What We Do. How We Do It.

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Dallas Fee Only Collaborative Wealth Management | Investment Management Services Fort Worth

http://www.rogerswealth.co/how-we-do-it.aspx

How We Do It. How We Do It. How We Do It. Our collaborative Wealth Management approach involves combining the two processes that have helped us earn the coveted Five Star Wealth Manager Award for the third straight year. We combine the consultative Wealth Management Process. With our Investment Management Process. St Lucia Cathedral Savoca, Sicily. The church used in the filming of The Godfather I. Photo by Charley A. Interactive calculations, dynamic graphs and fully customizable reports are just a few ...

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Rogers Wealth Group Mission Statement | Rogers Wealth Group Participant Commitment

http://www.rogerswealth.co/mission-statement.aspx

How We Do It. Strives to achieve results that exceed our clients’ expectations. Through our commitment to OUR CLIENTS. Add maximum value to their businesses and personal financial goals;. Be efficient, accurate and responsive in our service, and. Be skilled in handling the complex matters of our industries. Through our commitment to OUR PARTICIPANTS. Perform professional services with honesty, integrity and care;. Be responsive to their needs, and. Through our commitment to OURSELVES. Photo by Charley A.

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Rogers Wealth Group Glossary

http://www.rogers401k.com/glossary.aspx

A fee assessed on certain mutual funds or share classes permitted under an SEC rule to help cover the costs associated with marketing and selling the fund. 12b-1 fees may also be used to cover shareholder servicing expenses. The trading of securities to take advantage of market opportunities as they occur, in contrast to passive management. Active managers rely on research, market forecasts, and their own judgment and experience in selecting securities to buy and sell. AMEX Major Market Index (XMI):.

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Rogers Wealth Group Institutional Investment Plan Consulting | Retirement Plan Consultant

http://www.rogers401k.com/consulting.aspx

Our consulting services are available to help plan sponsors with a wide variety of plan-related issues. Our consultants will assist you with each stage of your plan’s life, from the initial design of a new plan through the conversion process from one service provider to another and, if necessary, through plan termination. Our consultants have the knowledge, experience and expertise to address and resolve whatever IRS or DOL issues arise regarding sponsors’ qualified plans. I Why Select Us. I What We Do.

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Rogers Wealth Group Blog –

Rogers Wealth Group Blog. Different investments behave differently during different times. As an example, when the real-estate market was booming in the ‘70s, the stock market had some of its worst years. Large-cap stocks were the top performing asset class in the late ‘90s, but did poorly in the 2000, 2001 and 2002 years. Halfway through 2003, large-cap stocks (growth and value) were up substantially. At times, the … [Read more.]. March 7, 2017. March 7, 2017. February 24, 2017. February 24, 2017. When ...

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