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, roger@balserwealth.com, www.balserwealth.com.

Articles written by Roger S. Balser

Imagine a scenario where the market drops 20 percent this year. Sounds drastic, but in fact it did just that in 2001, and again 2002,...more...

I am of the belief that Exchange Traded Funds, commonly called “ETFs” are one of the most innovative financial instruments in the money management industry. To...more...

The 401(k) savings tool has come a long way since its inception, offering more options and versatility than ever before. The problem is that many...more...

Since the late 1990s, we’ve  been using a “point-and-figure” charting method at Balser Wealth Management, LLC with very good success. These charts are great...more...

One of the most frequent questions I’m asked in the course of my business is, “Why does the market behave the way it does?” There is...more...

Augusta National Golf Club will once again play host for the 2016 Masters Tournament, slated to begin April 7. If you're a golf fanatic like...more...

Have you ever had the opportunity to watch the program Who Wants To Be a Millionaire?  The premise of the hit TV show focuses on...more...

MythBuster” is an increasingly popular TV show on cable’s Discovery channel that uses entertaining science to uncover the truth behind well-known myths and legends. From...more...

At my firm, Balser Wealth Management, we like to say that we spend every waking moment being very concerned about your money. About how you...more...

If you're over 50 years old and reading this article, I'm pretty positive that two questions have crossed your mind lately: “When can I retire?” and "How...more...

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

I know I need a new driveway. My present driveway sports a host of large cracks that make driving on it akin to traversing the...more...

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

For much of the last 25 years, most of the media and investment management world have promoted the idea that individual investors can’t beat the...more...

When it comes to stock brokers pushing mutual funds, and Investment Advisors pushing those same mutual funds, the feeling is definitely not mutual.

Okay, that's...more...

Did you hear the one about the two guys camping in the woods when suddenly a big grizzly bear strolls into their campsite? As the...more...

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

What would you do if you found out your investment was earning 1% a year? Would you review your investment and make some changes, or...more...

Perhaps not right now, but at some point, you're going to have to survive on the dollars that are stashed away in your retirement account....more...

As the bartender delivered our appetizer dish, my friend Steve glanced up from his recently opened retirement statement and quipped, “Roger, where did you learn...more...