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.

Investment

How Much Money Do Manufacturers’ Representatives Need to Retire?

It’s more reasonable to plan for the future based on what you’re currently spending.

February 3, 2023

Roger S. Balser

It’s an important question for any manufacturers’ representative — and the answer is different for everyone. Here’s how to set a target that fits you.

Investments

Risky Business

Take immediate action on risk management for your business; it is crucial to protect the business value, and make it ready for the next transfer cycle.

March 2, 2020

Roger S. Balser

I’ve always believed that most business owners are a single phone call away from extinction. Let’s spend some time today on what we can do to minimize the risk of ownership.

Investments

Curb Appeal: Does Your Business Have It?

Like your house, your business projects an image. This three-step plan can help attract potential buyers.

January 6, 2020

Roger S. Balser

Like your house, your business projects an image to potential buyers. When they come to see your business for the first time, your “curb appeal” can attract a buyer to your business — or cause him to walk away from it.

Investments

A Pig in a Python

Like no other generation, baby boomers have been a force of change in American culture and economy.

September 4, 2019

Roger S. Balser

Demographers describe the baby boomer generation as ‘’a pig in a python,” or a massive bulge in an otherwise slender age distribution, gradually sliding down the age distribution as boomers get older.

Investments

Back to the Future

Demographics is the key to understanding business success.

July 3, 2019

Roger S. Balser

Lower middle-market business owners in America are ignoring the fact that there’s a tsunami approaching. It will leave few businesses unscathed while decimating many others from the face of the planet.

Investments

My ‘Eureka’ Moments in Transferring a Business

Clarity and understanding about your ultimate motives is the first step to getting there.

June 5, 2019

Roger S. Balser

As a business owner, you have myriad ways to transfer your business. Having total clarity and understanding about your ultimate motives is the first step to getting there.

Investments

No Sizzle, All Steak

Don’t judge an investment advisor’s competence and expertise based on appearance and academic degrees.

March 5, 2019

Roger S. Balser

Don't judge an investment advisor's competence and expertise based on appearance and academic degrees.

Investments

Tomorrow’s Advice from Yesterday’s Advisors

Your focus should be on what’s happening with your money right now.

January 7, 2019

Roger S. Balser

What I really dislike about the first few weeks of the new year is that everywhere you turn — from the front page of the newspaper to the business magazines to the financial channels on cable — you’ll probably be subjected to some wide-eyed “market expert” spouting ridiculous stock market predictions for the coming year.

Investments

The Zen Financial Advisor

I have no control over what the markets will do; I only control how I will respond.

November 5, 2018

Roger S. Balser

The inherent message of the Zen Farmer is that one can never really know where the winds of prosperity will blow or even how they will chart one’s course — or how those winds may guide one’s future.