Roger S. Balser

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.

Articles

ARTICLES

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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
No Comments
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.
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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
No Comments
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.
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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
No Comments
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. 
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Investments

Back to the Future

Demographics is the key to understanding business success.
July 3, 2019
Roger S. Balser
No Comments
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.
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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
No Comments
Don't judge an investment advisor's competence and expertise based on appearance and academic degrees.
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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
No Comments
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.
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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
No Comments
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.
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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
No Comments
Trends tend to sustain themselves for extended periods of time, and we look to these leaders to remain competitive until proven otherwise.
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Investments

Investment Objectives

Are You Putting the Cart Before the Horse?
April 17, 2018
Roger S. Balser
No Comments
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.
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