Articles by Roger S. Balser

The wild kingdom of selling mutal funds

March 10, 2015

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

Do you have time to stop and lace up your sneakers?

January 6, 2015

Roger S. Balser

Did you hear the one about the two guys camping in the woods when suddenly a big grizzly bear strolls...

The most wonderful time of the year

January 6, 2015

Roger S. Balser

You spent months preparing for this moment. You've missed backyard BBQs, given up vacation days and blown off the family...

Two beers, one napkin and a 401(k)

September 10, 2014

Roger S. Balser

What would you do if you found out your investment was earning 1% a year? Would you review your investment...

The 7 deadly sins of retirement mismanagement

August 8, 2014

Roger S. Balser

Perhaps not right now, but at some point, you're going to have to survive on the dollars that are stashed...

Investment advice from a wise man

May 19, 2014

Roger S. Balser

As the bartender delivered our appetizer dish, my friend Steve glanced up from his recently opened retirement statement and quipped,...

Out with the old, in with the new for 2nd half 2014

May 8, 2014

Roger S. Balser

The question I'm most often asked at the beginning of each year is, “Where do you see the Dow Jones...

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Articles by Roger S. Balser

The wild kingdom of selling mutal funds

Do you have time to stop and lace up your sneakers?

The most wonderful time of the year

Two beers, one napkin and a 401(k)

The 7 deadly sins of retirement mismanagement

Investment advice from a wise man

Out with the old, in with the new for 2nd half 2014

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Industry Events

NCWA Annual Convention

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2023 NFPA Conference & Expo

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Articles by Roger S. Balser

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