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rogerswealth.co

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

Our fee-only RIA providing Collaborative Wealth Management Services for affluent clients

http://www.rogerswealth.co/

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Fee Only Investment Advisor | Wealth Management Services | Qualified Retirement Plans | Institutional Investing | rogerswealth.co Reviews
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Our fee-only RIA providing Collaborative Wealth Management Services for affluent clients
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1 who we are
2 mission statement
3 why select us
4 awards and recognition
5 what we do
6 collaborative wealth management
7 institutional investing
8 wealth management process
9 investment management process
10 learning center
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who we are,mission statement,why select us,awards and recognition,what we do,collaborative wealth management,institutional investing,wealth management process,investment management process,learning center,blog,newsletters,glossary,investment philosophy
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Fee Only Investment Advisor | Wealth Management Services | Qualified Retirement Plans | Institutional Investing | rogerswealth.co Reviews

https://rogerswealth.co

Our fee-only RIA providing Collaborative Wealth Management Services for affluent clients

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1

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...

2

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.

3

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 ...

4

Rogers Wealth Group Five Star Professional Wealth Management

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

How We Do It. Dale C. Rogers, Craig C. Rogers, and Rogers Wealth Group have been recognized recently for outstanding lifetime achievements, Five Star Wealth Management service, and world-class processes. Dale C. Rogers. Who's Who In America. Who's Who In the World. Craig C. Rogers. 2016 40 Under 40. Better Business Bureau 2015 Torch Award for Ethics. Center for Fiduciary Excellence (CEFEX) 2007 – 2015. To download the CEFEX Public Certification Report. I Who We Are. I What We Do. I How We Do It.

5

Rogers Wealth Group Investment Books | Rogers Wealth Group 401K Books

http://www.rogerswealth.co/authored-books.aspx

How We Do It. Both Dale and Craig Rogers have authored books, publications and articles, all of which provide their practical experience within the investment services industry. Dale and co-author Larry Chambers provide the needed insight to begin the journey to financial security in First Time Investor. Dale and Craig Rogers teamed to produce the definitive book on the 401(k) process in How to Build, Protect and Maintain Your 401(k) Plan. How to Build, Protect and Maintain Your 401 (k) Plan. The followi...

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TD Ameritrade Trust Company - The Starpath Funds

http://www.thestarpathfunds.com/index.html

Skip to main content. About TD Ameritrade Trust Company. The StarPath Funds, refers to two groups of collective investment funds ("CIFs") that are maintained by TD Ameritrade Trust Company: The StarTrack Funds. And the StarCore Funds. Information on this Web Site. Information regarding the following CIFs is contained on this Web site. StarTrack Retirement Income Fund. Are CIFs that target and maintain specific levels of risk and return, rather than targeting specific dates. StarCore Global Value Fund.

blog.rogerswealthgroup.com blog.rogerswealthgroup.com

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.

blog.rogerswealthgroup.com blog.rogerswealthgroup.com

Investment Tidbits 3

http://blog.rogerswealthgroup.com/investment-tidbits-3

Rogers Wealth Group Blog. 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. Who wants to make three percent per year? For more information on investing. Contact Rogers Wealth Group. Http:/ www.rogerswealth.co/401k plan book.aspx. February 24, 2017. We strive to make a tremendous difference in the lives of our clients by helping them make smart decisions with their money. Learn more.

blog.rogerswealthgroup.com blog.rogerswealthgroup.com

#4 Build the structure: Identify a sound financial plan that works and then work the plan.

http://blog.rogerswealthgroup.com/action-ingredient-4-have-a-plan-that-works-and-then-work-the-plan

Rogers Wealth Group Blog. 4 Build the structure: Identify a sound financial plan that works and then work the plan. When you understand this fourth ingredient for success, you will find yourself wonderfully prepared for life. Have a plan that works. Why is this simple ingredient so important? Do this exercise: Identify your investment. Beliefs. Ask yourself who told you that. Try to identify how you came to believe that. Values are made up and then perpetuated for safety. Do your thoughts...Ed, pp. 1...

blog.rogerswealthgroup.com blog.rogerswealthgroup.com

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.

blog.rogerswealthgroup.com blog.rogerswealthgroup.com

Investment Tidbit 5

http://blog.rogerswealthgroup.com/investment-tidbit-5

Rogers Wealth Group Blog. 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. If you have access to an advisor, work with him or her to develop a personal strategy in the form of a statement of investment.

blog.rogerswealthgroup.com blog.rogerswealthgroup.com

Investment Tidbits 2

http://blog.rogerswealthgroup.com/investment-tidbits-2

Rogers Wealth Group Blog. Some people think that the money in 401(k) plans is insured against loss. It depends on what kind of loss you are talking about. Federal law requires that trustees of plans be bonded by an insurance company, which reimburses the trust in the case of fraud, embezzlement, or other criminal activity. However, your money is. For more information on investing. Contact Rogers Wealth Group. Http:/ www.rogerswealth.co/401k plan book.aspx. February 24, 2017. Return to top of page.

blog.rogerswealthgroup.com blog.rogerswealthgroup.com

Summary

http://blog.rogerswealthgroup.com/summary

Rogers Wealth Group Blog. When you find more money, invest it! Should be completely painless. Success doesn’t come in a grand moment. It comes from doing many tasks often boring, seemingly irrelevant tasks – one at a time, in a quiet, systematic method. The five action ingredients for saving and investing. Determine what you want and establish a clear focus you feel passionate about. Decide what you are willing to eliminate in order to get what you want. Take the time to understand how markets work.

blog.rogerswealthgroup.com blog.rogerswealthgroup.com

#3 Place the framework: Network with financially insightful, and financially secure individuals who will help guide you toward your retirement goals.

http://blog.rogerswealthgroup.com/action-ingredient-3-associate-with-people-who-will-help-you-get-what-you-want

Rogers Wealth Group Blog. 3 Place the framework: Network with financially insightful, and financially secure individuals who will help guide you toward your retirement goals. Have you ever been around people who have expectant, positive and unshakable attitudes? On the other hand, there are people whose beliefs and attitudes expose their doubts and disbeliefs, cynicisms and criticisms about life in general. These people have one way of doing things their way or the highway and their knowledge of livi...

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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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Tamworth’s Friendly, Quality and Prompt Waste Removal Services. Need to save time? Get Roger’s Waste Services on the job! Over 140 businesses in the Tamworth area choose Roger’s Waste Services for its friendly, quality and prompt waste removal services and have done for over 20 years. With four experienced and personable full time staff, we have the time to help you get your rubbish out of the way with a minimum of fuss. This saves you time, money and the hassle of emptying smaller bins into larger ones.

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Mr. Rogers' Neighborhood

The people of Michigan's 8th Congressional District deserve better than Mike Rogers. Here is where the change begins. Monday, January 23, 2012. Earlier this month, the world watched in horror as the Costa Concordia cruise ship veered off course and capsized after hitting a rock. The multimillion-dollar ship was huge and impressive; no one had thought to question its safety before the accident. The captain, who had absolute control, chose to ignore reality. A quick glance at the Red to Blue 2012. Keep MI-...

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RogersWatch @ WordPress | :: Keep Your Friends Close and Your Cell/Cable/DOCIS Company Closer ::

How to Get Free 411 Cell Service from Rogers. 8212; RogersWatch @ 06:34. Well, now that we’ve got your attention…! Or variously titled: Project #Rogers411 – CCTS Complaint re Rogers 411 Fee Hike). What’s happened is that Rogers wants to increase the cost of 411 calls, by 50 each, for their cell cx’s effective Mar 16, however. Who are under contract. Detailed instructions for how to achieve this free 411 are in this. HoFo post I made and the outcome of free 411 is based on the posted details. 8211; In Jun...

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Home Page

Contractors License No. 60832. Rogers Water Conditioning, Inc. Filtering Southern Nevada One Home At A Time. 4241 W Charleston Blvd. Las Vegas, NV 89102. Mon - Fri: 9am - 5pm. Sat - Sun: By appointment only. If you don't already have a water softener, consider purchasing one. If you have a time clock-based softener, consider upgrading to a metered system. We Have Been Solving Your Hard Water Problems for more than 40. Reduce energy, water, and salt usage! Why I need a Water Softener? Las Vegas is notorio...

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rogerswealth.co rogerswealth.co

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

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 ...

rogerswealth.com rogerswealth.com

Home - Rogers Wealth Management Inc.

Securities and Advisory Services offered through SII Investments, A Registered Investment Advisor. Member, FINRA. SII and Rogers Wealth Management, Inc. are unrelated and separate entities. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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Home | Rogers Wealth Management Group

Rogers Wealth Management Group. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. A clear understanding of their financial goals. Whate...

rogerswealthplanning.com rogerswealthplanning.com

Rogers Wealth Planning | Investments and Insurance since 1981

Welcome to Rogers Wealth Planning! We’re glad you stopped by for a visit. For those of you who are meeting us for the first time, we realize this is the place where you are looking for information before deciding to contact us. We are an independent retirement planning and investment management firm that focuses on helping to take you from where you are to where you want to go taking the least risk possible along the way. 2009 Rogers Wealth Planning Home. Website by Bay Area Web Design.

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Personal site for Roger Swearingen