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Articles by Roger S. Balser

Investment Strategies

Stick with the Plan, Stan

April 6, 2016

Roger S. Balser

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Augusta National Golf Club will once again play host for the 2016 Masters Tournament, slated to begin April 7. If...

Investment Strategies

The Crowd Can Make you a Millionaire

January 5, 2016

Roger S. Balser

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Have you ever had the opportunity to watch the program Who Wants To Be a Millionaire? The premise of the...

Investment Strategies

It’s Time to Separate Fact from Fiction

October 7, 2015

Roger S. Balser

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MythBuster” is an increasingly popular TV show on cable’s Discovery channel that uses entertaining science to uncover the truth behind...

Adapting to the markets puts points on the board

September 8, 2015

Roger S. Balser

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At my firm, Balser Wealth Management, we like to say that we spend every waking moment being very concerned about...

The dangers of predicting your retirement

August 12, 2015

Roger S. Balser

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If you're over 50 years old and reading this article, I'm pretty positive that two questions have crossed your mind...

Pie-eyed over pie charts

July 9, 2015

Roger S. Balser

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If you’ve ever worked with a stockbroker or financial planner, you’ve most likely been subject to a barrage of fancy-looking...

How much is an investment manager going to cost me?

June 10, 2015

Roger S. Balser

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I know I need a new driveway. My present driveway sports a host of large cracks that make driving on...

Did you miss the last market run-up

May 12, 2015

Roger S. Balser

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Here are two questions I’m frequently asked during the various keynote speeches I present to trade groups around the country: “How...

Mission: Impossible Is it really impossible to beat the market?

April 8, 2015

Roger S. Balser

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For much of the last 25 years, most of the media and investment management world have promoted the idea that...

The wild kingdom of selling mutal funds

March 10, 2015

Roger S. Balser

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When it comes to stock brokers pushing mutual funds, and Investment Advisors pushing those same mutual funds, the feeling is...

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Articles by Roger S. Balser

Stick with the Plan, Stan

The Crowd Can Make you a Millionaire

It’s Time to Separate Fact from Fiction

Adapting to the markets puts points on the board

The dangers of predicting your retirement

Pie-eyed over pie charts

How much is an investment manager going to cost me?

Did you miss the last market run-up

Mission: Impossible Is it really impossible to beat the market?

The wild kingdom of selling mutal funds

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Industry Events

ICC 2021 Annual Conference and Hearings

2021 ASPE Tech Symposium

2021 North American Fire Sprinkler Expo and Board of Directors Meeting

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Articles by Roger S. Balser

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