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Roger Wohlner

Roger Wohlner

Roger is a financial and business writer who brings his extensive experience as a financial advisor to his writing. He writes on a full range of financial planning related topics including all aspects of personal and business insurance. His experience as a financial advisor includes helping clients evaluate their personal insurance needs and in some cases helping them obtain the coverage needed.

Prior to working as a financial writer and advisor, Roger held a number of corporate financial positions with several companies.

Roger’s work has been featured on TheStreet, Investopedia, Morningstar Magazine, Go Banking Rates, US News & World Report, Yahoo! Finance, Investor Junkie, and numerous other sites. He also ghostwrites for a number of financial services firms as well as for financial advisors.

Roger earned his bachelor’s degree in business with an emphasis in finance from the University of Wisconsin-Oshkosh and his MBA degree from Marquette University.

My blog:The Chicago Financial Planner

Articles by Roger Wohlner

Day Trading vs. Swing Trading
Investing

Day Trading vs. Swing Trading

Updated on November 1, 2021
|
4 Min Read
Day trading and swing trading are two approaches to short-term trading in stocks, currencies and commodities. Both strategies involve risk and commitment in order to be successful.
Read more >
Active vs. Passive Investing: What's the Difference?
Investing

Active vs. Passive Investing: What's the Difference?

Updated on October 25, 2021
|
6 Min Read
Both active and passive investing styles can have a place in your portfolio. It’s important to understand the differences in order to make good investing decisions for your situation.
Read more >
How To Invest $100K
Investing

How To Invest $100K

Updated on October 18, 2021
|
8 Min Read
There are a number of options for investing $100,000. Be sure to look at your overall financial situation in choosing how to best put this money to work.
Read more >
7 Types of Mortgage Loans for Buyers and Refinancers
Mortgages

7 Types of Mortgage Loans for Buyers and Refinancers

Updated on October 5, 2021
|
7 Min Read
Buying a home is the largest financial purchase most of us will ever make. How you finance this purchase is a critical decision. Here are seven types of mortgage loans to consider.
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What is an IRA?
Retirement

What is an IRA?

Updated on October 5, 2021
|
5 Min Read
IRAs are tax-advantaged accounts that can provide a convenient way to save for retirement. There are a number of alternatives you can consider based on your situation.
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What is a SIMPLE IRA?
Retirement

What is a SIMPLE IRA?

Updated on October 10, 2021
|
6 Min Read
There are a number of retirement plan options for those who are self-employed or who run a small business. For many of these businesses a SIMPLE IRA can be a good option to consider.
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Types Of Savings Accounts
Personal Finance

Types Of Savings Accounts

Updated on October 21, 2021
|
8 Min Read
Savings accounts can be a great vehicle for cash that you don't want to take a risk with or that is otherwise on the sidelines. There is a wide range of savings accounts from which to choose, so do your homework up front.
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Asset Allocation Guide
Investing

Asset Allocation Guide

Updated on September 29, 2021
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8 Min Read
Asset allocation is about how you allocate your investments among stocks, bonds, cash and others. It's about balancing your potential return against the potential risks in your portfolio.
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How to Reduce or Avoid Capital Gains Taxes
Investing

How to Reduce or Avoid Capital Gains Taxes

Updated on October 5, 2021
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7 Min Read
Capital gains arise when an investment is sold for more than its cost basis. Taxes are generally due on capital gains, though there are steps that investors can take to minimize the impact.
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Solo 401(k) vs. SEP-IRA
Retirement

Solo 401(k) vs. SEP-IRA

Updated on September 29, 2021
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5 Min Read
Solo 401(k)s and SEP-IRAs are two of the best types of retirement accounts for the self-employed. Looking at the features and benefits can help you decide which one is best for you.
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12 Options Trading Strategies
Investing

12 Options Trading Strategies

Updated on August 23, 2021
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10 Min Read
Options contracts allow the holder the right, but not the obligation to buy or sell stocks or other underlying securities. There are a number of strategies you can use.
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Index Fund vs Mutual Fund: What’s the Difference?
Investing

Index Fund vs Mutual Fund: What’s the Difference?

Updated on September 9, 2021
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7 Min Read
Which is a better investment, index funds or actively managed mutual funds? The answer is that it depends. It's important to understand the differences between the two.
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How To Invest In Gold
Investing

How To Invest In Gold

Updated on August 23, 2021
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7 Min Read
Gold has traditionally been a store of value and a hedge against inflation. Investing in gold can make sense for investors, but it’s important to understand how gold investing works and if it is right for you.
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Are CDs Worth It?
Savings

Are CDs Worth It?

Updated on September 14, 2021
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3 Min Read
CDs can be a good place to invest some of your cash. Returns are guaranteed and predictable. There are some restrictions to be aware of and they need to be considered when looking at CDs.
Read more >
ETF vs. Mutual Fund
Investing

ETF vs. Mutual Fund

Updated on September 2, 2021
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4 Min Read
Both ETFs and mutual funds offer a professionally managed investing vehicle for investors. Which one is best will depend upon the investor’s own unique situation. It’s important for investors to understand the pros and cons of each type of security when deciding where to invest.
Read more >
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