Roger S. Balser

Roger S. Balser is the Managing Partner and Chief Investment Officer of Balser Wealth Management, LLC with more than twenty-five years experience. He works one on one with individuals and middle market companies to help regain control of their investment and retirement portfolio(s). Balser Wealth Management, LLC, 36873 Harriman Trail Avon, OH 44011, 440-934-3114, roger@balserwealth.com, www.balserwealth.com.

Investments

The World Cup of Investing

In investing, much like in soccer, employing a consistent and sound strategy often leads to success over time.

June 6, 2018

Roger S. Balser

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Trends tend to sustain themselves for extended periods of time, and we look to these leaders to remain competitive until proven otherwise.

Investments

Investment Objectives

Are You Putting the Cart Before the Horse?

April 17, 2018

Roger S. Balser

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I love it when folks ask me these questions and the conversation that ensues. The talks are always fun and interesting because, in general, most investors and their advisors often put the cart before the horse when determining investment strategies.

The Hedgehog and the Fox

A fable that can help with your investment strategies.

April 1, 2018

Roger S. Balser

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Forget “bulls” and “bears,” “hedgehogs” and “foxes” can help investors even more.

Investments

It’s A Number’s Game

This is when being in the top percentile doesn’t pay.

January 4, 2018

Roger S. Balser

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Does your money manager know the difference between the S&P 500 and the S&P 500?

Investment Strategies

The Indicators

Knowing the market and how to read it involves more than just a switch.

December 4, 2017

Roger S. Balser

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There are different factors that play into understanding the market. Here's a quick how-to.

Investment Strategies

Financial Advisor or Double Agent? You Decide

If you’re not reading up on your financial advisor, you could be in trouble.

August 7, 2017

Roger S. Balser

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This can be risky business, but it's better to be safe than sorry.

Investment Strategies

Boiling the Frog

This story reminds me of today’s investors, including individuals with IRAs, 401(k)s and other retirement accounts.

March 9, 2017

Roger S. Balser

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We’ve all heard the old fable about the “Boiling Frog.” In the story a frog is placed in a large...

Investment Strategies

Get Into Position For a Market Hit

There are tools that provide clear indicators of market trends so you can make informed decisions to buy or sell.

January 10, 2017

Roger S. Balser

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Imagine a scenario where the market drops 20 percent this year. Sounds drastic, but in fact it did just that...

Investment Strategies

The Benefits of Exchange Traded Funds

November 8, 2016

Roger S. Balser

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I am of the belief that Exchange Traded Funds, commonly called “ETFs” are one of the most innovative financial instruments...

Investment Strategies

Are you Properly Managing your 401(k)?

A ‘self-directed’ 401(k) or ‘self-directed brokerage account’ allows participants to work with an investment advisor to finally receive the advice and guidance they needed (and deserved) to preserve and plan for their retirement.

October 11, 2016

Roger S. Balser

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The 401(k) savings tool has come a long way since its inception, offering more options and versatility than ever before....