Investment Consultant

Roger Nusbaum brings 30 years of investment industry experience into his newest role as ETF Strategist at AdvisorShares.

For many years the Random Roger blog has focused on portfolio construction, behavioral finance, the need for innovative retirement solutions and ETF thought ... more

ALL CONTRIBUTIONS

It Boils Down To Having The Correct Asset Allocation
if half your portfolio is in cash and bonds, the other half needs to do a lot of work If you are behind where you should be for your age and intended retirement date then yes, your equity exposure does need to do a lot of work.
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Knowing When You've Won
If an investment grows into a life-changing piece of money, sell at least some of it and let it change your life.
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COVID-19 Forcing People To Retire?
Having your hand forced to retire, or otherwise find new work, unexpectedly a few years before you were planning to is real threat for someone in their 50's. They are far enough from retirement age and many would not be financially ready.
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Are Capital Markets Ergodic?
Too much trading poses the risk that you end up being correct for the short term but wrong for the long term.
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Is It Possible To Save Too Much Money?
This is the time for what used to be the future you, now just you, to benefit from the decisions you made when you were younger.
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Is Everything We Know About Retirement Planning Wrong?
Even if you don't think you need to create an additional income stream you probably should anyway. What if the Social Security program actually has to confront cutting the payout? How is your resiliency to that?
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STOCKS I FOLLOW

A Agilent Technologies Inc.
AAPL Apple Inc.
ASX Advanced Semiconductor Engineering Inc.
CAM Cameron International Corporation
CAT Caterpillar Inc.
ETF Aberdeen Emerging Markets Telecommunications and Infrastructure Fund, Inc.
ETN Eaton Corporation
ETP Energy Transfer Partners L.P.
GDP Goodrich Petroleum Corporation
H Hyatt Hotels Corporation
IMO Imperial Oil Ltd
NBB Nuveen Build America Bond Fund
NGG National Grid plc
NORW GLOBAL X NORWAY ETF
NY iShares NYSE 100 Index Fund
YHOO Yahoo! Inc.
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TWEETS

PERSONAL BLOG

Latest Posts
Success Is Driven From Behaviors
Inputs are a greater determinant than outputs.
Markets Panic, We Don't
A round up of my interactions today regarding the current panic...
Inspiration
Where many of my posts talk about the need to avoid self-destructive behaviors related to investing, that is a matter of people having a hand in their financial outcome by modifying/dictating their behaviors. So it is with fitness and health issues for many of us.

Work Experience

Portfolio Manager
AdvisorShares Global Alpha & Beta ETF (RRGR)
July 2012 - Present (8 years 3 months)
Portfolio Manager
Your Source Financial
2004 - Present (16 years 10 months)
Institutional Equity & Options trader
Charles Schwab
1993 - 2001 (8 years 9 months)

Education

San Diego State University
Bachelor's Degree in Economics

Publications