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Home » Authors » Roger S. Balser
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, [email protected], www.balserwealth.com.

Articles

ARTICLES

Investment Plan
Investment Strategies

Stick with the Plan, Stan

April 6, 2016
Roger S. Balser
Augusta National Golf Club will once again play host for the 2016 Masters Tournament, slated to begin April 7. If...
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Challenge
Investment Strategies

The Crowd Can Make you a Millionaire

January 5, 2016
Roger S. Balser
Have you ever had the opportunity to watch the program Who Wants To Be a Millionaire?  The premise of the...
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Myth Busters
Investment Strategies

It’s Time to Separate Fact from Fiction

October 7, 2015
Roger S. Balser
MythBuster” is an increasingly popular TV show on cable’s Discovery channel that uses entertaining science to uncover the truth behind...
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Balser 200

Adapting to the markets puts points on the board

September 8, 2015
Roger S. Balser
At my firm, Balser Wealth Management, we like to say that we spend every waking moment being very concerned about...
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Balser piggy

The dangers of predicting your retirement

August 12, 2015
Roger S. Balser
If you're over 50 years old and reading this article, I'm pretty positive that two questions have crossed your mind...
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Pie-eyed over pie charts

July 9, 2015
Roger S. Balser
If you’ve ever worked with a stockbroker or financial planner, you’ve most likely been subject to a barrage of fancy-looking...
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How much is an investment manager going to cost me?

June 10, 2015
Roger S. Balser
I know I need a new driveway. My present driveway sports a host of large cracks that make driving on...
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Did you miss the last market run-up

May 12, 2015
Roger S. Balser
Here are two questions I’m frequently asked during the various keynote speeches I present to trade groups around the country: “How...
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Balser finance graph 200x221

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

April 8, 2015
Roger S. Balser
For much of the last 25 years, most of the media and investment management world have promoted the idea that...
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The wild kingdom of selling mutal funds

March 10, 2015
Roger S. Balser
When it comes to stock brokers pushing mutual funds, and Investment Advisors pushing those same mutual funds, the feeling is...
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View All Articles by Roger S. Balser

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