The most wonderful time of the year January 6, 2015 Roger S. Balser No Comments You spent months preparing for this moment. You've missed backyard BBQs, given up vacation days and blown off the family...Read More
Two beers, one napkin and a 401(k) September 10, 2014 Roger S. Balser No Comments What would you do if you found out your investment was earning 1% a year? Would you review your investment...Read More
The 7 deadly sins of retirement mismanagement August 8, 2014 Roger S. Balser No Comments Perhaps not right now, but at some point, you're going to have to survive on the dollars that are stashed...Read More
Investment advice from a wise man May 19, 2014 Roger S. Balser No Comments As the bartender delivered our appetizer dish, my friend Steve glanced up from his recently opened retirement statement and quipped,...Read More
Out with the old, in with the new for 2nd half 2014 May 8, 2014 Roger S. Balser No Comments The question I'm most often asked at the beginning of each year is, “Where do you see the Dow Jones...Read More
