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Roger Wohlner
Worked at Asset Strategy Consultants
Attended Marquette University
Lived in Arlington Heights, IL
1,184 followers|356,423 views
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Roger Wohlner

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Roger Wohlner

Client issues & solutions  - 
 
A recent piece I wrote for Investopedia.
When the stock market sees a steep drop, clients are bound to get anxious. Here are some tips for talking them off the ledge.
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Roger Wohlner

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A recent piece I wrote for Investopedia.
One of the most critical functions of an advisor is to set realistic return expectations for their clients. Here are some ways to achieve this.
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Roger Wohlner

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Roger Wohlner

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A recent piece for Investopedia.
Is your client really ready for retirement? Here are some essential questions to ask.
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Roger Wohlner

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Vanguard is easy to recommend as a destination for investors aiming to simplify their financial lives
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Roger Wohlner

Shared publicly  - 
 
A recent piece I wrote for Investopedia.
When the stock market sees a steep drop, clients are bound to get anxious. Here are some tips for talking them off the ledge.
1
Add a comment...

Roger Wohlner

Client issues & solutions  - 
 
A recent piece I wrote for Investopedia.
One of the most critical functions of an advisor is to set realistic return expectations for their clients. Here are some ways to achieve this.
1
Add a comment...

Roger Wohlner

Shared publicly  - 
1
Add a comment...

Roger Wohlner

Shared publicly  - 
 
A recent piece for Investopedia.
Here's how financial advisors can help clients enrolled in subpar 401(k) plans.
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Roger Wohlner

Shared publicly  - 
 
A recent piece for Investopedia.
The current low interest rate environment complicates the decision to buy an annuity. Here's what financial advisors need to consider for their clients.
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Roger Wohlner

Client issues & solutions  - 
 
My latest for Investopedia.
A look at the PIMCO Total Return fund almost a year after Bill Gross' departure.
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People
In his circles
564 people
Have him in circles
1,184 people
Cathy Moran's profile photo
Gretchen L.'s profile photo
Stephan H. Brewer (CPA)'s profile photo
Shalom Hamou's profile photo
Soffi Adama's profile photo
Darren Higgs's profile photo
Rabia Riaz's profile photo
Jim Blankenship's profile photo
Peter D Gaba's profile photo
Work
Occupation
Financial Advisor
Skills
Financial Advisor. Finance blogger. Freelance finance writer for hire.
Employment
  • Asset Strategy Consultants
    Financial Advisor, 1998 - 2014
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Previously
Arlington Heights, IL - Milwaukee, WI
Contact Information
Work
Phone
847-506-9827
Story
Tagline
Financial advisor, blogger, avid Green Bay Packers fan.
Introduction
I'm a financial advisor, blogger, and an avid fan of the World Champion Green Bay Packers.
Education
  • Marquette University
    MBA-Business, 1980 - 1981
  • University of Wisconsin-Oshkosh
    Finance, 1976 - 1980
Basic Information
Gender
Male