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.

What to Know About Investing in Private Credit

Tax-Smart Portfolio Moves for the End of 2024

The 60/40 Portfolio Isn't Dead. But Is It Enough?

Your Client Is Forced to Retire Early. What Should They Do?

How to Help Clients Navigate Bonds Before Rate Cuts

Buy the Dip: 7 Ways to Take Advantage of Market Drops

8 Ways the Advice and Investing Worlds Are Changing Now

Kitces: 5 Industry Trends Reshaping Financial Advice

What The Biggest Financial Frauds Can Teach Us

