Roger Wohlner
Roger is a financial writer who brings his extensive experience as a financial advisor to his writing. Fluent on a wide range of financial topics, his work has been featured in MarketWatch, TheStreet, Investopedia, Morningstar Magazine, GOBankingRates, US News & World Report, Yahoo! Finance, The Motley Fool and a number of other sites. Roger ghostwrites extensively for financial advisors, financial services providers and investment managers. In addition to his work as a financial writer, Roger has over 20 years of experience as a financial advisor. Roger earned his bachelor’s degree in finance from the University of Wisconsin-Oshkosh and his MBA from Marquette University. Check out Roger’s LinkedIn profile.
October 31, 2024
What to Know About Investing in Private Credit
October 16, 2024
Tax-Smart Portfolio Moves for the End of 2024
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?
September 09, 2024
Your Client Is Forced to Retire Early. What Should They Do?
August 21, 2024
How to Help Clients Navigate Bonds Before Rate Cuts
August 09, 2024
Buy the Dip: 7 Ways to Take Advantage of Market Drops
July 31, 2024
8 Ways the Advice and Investing Worlds Are Changing Now
July 22, 2024
Kitces: 5 Industry Trends Reshaping Financial Advice
July 15, 2024