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Home » Authors » Roger S. Balser

Articles by Roger S. Balser

balser_march
Investments

Investment Objectives

Are You Putting the Cart Before the Horse?
April 17, 2018
Roger S. Balser
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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balser_April_2018

The Hedgehog and the Fox

A fable that can help with your investment strategies.
April 1, 2018
Roger S. Balser
Forget “bulls” and “bears,” “hedgehogs” and “foxes” can help investors even more.
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Market Indicators
Investment Strategies

The Indicators

Knowing the market and how to read it involves more than just a switch.
December 4, 2017
Roger S. Balser
There are different factors that play into understanding the market. Here's a quick how-to.
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Finances
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
This can be risky business, but it's better to be safe than sorry.
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Frog
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
We’ve all heard the old fable about the “Boiling Frog.”  In the story a frog is placed in a large...
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Stockmarket
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
Imagine a scenario where the market drops 20 percent this year. Sounds drastic, but in fact it did just that...
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Stock Exchange
Investment Strategies

The Benefits of Exchange Traded Funds

November 8, 2016
Roger S. Balser
I am of the belief that Exchange Traded Funds, commonly called “ETFs” are one of the most innovative financial instruments...
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401K
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
The 401(k) savings tool has come a long way since its inception, offering more options and versatility than ever before....
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Buy or Sell
Investment Strategies

Long-Term Indicators Can Provide Buy or Sell Signals

There are several charts that I regularly monitor just to gauge the temperature of the market.
September 7, 2016
Roger S. Balser
Since the late 1990s, we’ve  been using a “point-and-figure” charting method at Balser Wealth Management, LLC with very good success....
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Up and Down Stock Market
Investment Strategies

When the Market Plays ‘Chutes and Ladders’ Up the Stairs, Down the Elevator

There is an old saying on Wall Street that the market climbs up the stairs, but comes down on the elevator. 
July 11, 2016
Roger S. Balser
One of the most frequent questions I’m asked in the course of my business is, “Why does the market behave...
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