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  • Saints’ Super Bowl Win Predicts Bull Stock Market

    By Allan Roth | Feb 7, 2010 | 6 comments

    What's behind the Super Bowl indicator for stock market performance? How likely is it to be right? Does the Saints win predict good times ahead for stock?

  • What’s Going on With Ginnie Mae (GNMA) Bond Yields?

    By Allan Roth | Feb 4, 2010 | 5 comments

    Ginnie Mae's have always paid a premium yield over US Treasuries. Suddenly, the SEC yield is lower than US Treasuries. What's caused this historic premium yield to turn into a discount? Should you sell your GNMAs now?

  • ETFs vs. Mutual Funds: Fidelity Continues Game Changing Trend

    By Allan Roth | Feb 2, 2010 | 12 comments

    Fidelity's announcement that it will no longer charge commissions on 25 exchange-traded funds has changed the game of investing when it comes to ETFs and mutual funds.

  • Uncommon Common Sense - An Interview with John C. Bogle

    By Allan Roth | Feb 1, 2010 | 3 comments

    Rarely, if ever, does a financial author look back at what he said a decade earlier to see how accurate his statements actually were. John C. Bogle does just that in his 10th anniversary edition of "Common Sense on Mutual Funds." He gives himself a 500 batting average - here's why:

  • John C. Bogle on the S&P 500 vs. the Total Stock Market

    By Allan Roth | Jan 28, 2010 | 6 comments

    I recently wrote a column entitled The Case against S&P 500 Index Funds. In that column, I noted two flaws in this index fund and pointed to a better way, namely a Total US index fund. I received a note in the mail this week from - wait for it - John C. Bogle, the person who brought both of these index funds to the investing public.

  • Berkshire Hathaway Mimics The Google Effect

    By Allan Roth | Jan 27, 2010 | 0 comments

    What do Berkshire Hathaway and Google stock have in common? They both point out a flaw in S&P 500 index funds.

  • Is a 3.45 Percent APY CD Too Good To Be True?

    By Allan Roth | Jan 25, 2010 | 2 comments

    I was reading the Denver Post on Sunday when an advertisement caught my eye. It was for a CD yielding 3.45 percent, nearly two percent higher than anything I could find. Was it real or a "bait and switch?"

  • Stocks Plummeled on Big Bank Earnings Day - January 20, 2010

    By Allan Roth | Jan 20, 2010 | 0 comments

    The story seems to imply that these earnings reports are the cause for my nest egg becoming smaller today. Could this be true? I'm thinking not.

  • Is Legg Mason’s Bill Miller Back in the Game?

    By Allan Roth | Jan 18, 2010 | 5 comments

    I turned on CNBC last week just in time to catch an interview with Legg Mason's legendary manager, Bill Miller. The caption at the bottom of the screen read "Beating the S&P 15 years in a row." Here's why he says he's back in the game and why I'm not playing that game

  • The Financial Media Hypothesis (FMH)

    By Allan Roth | Jan 14, 2010 | 0 comments

    It's always intrigued me as to why the financial media seems to focus on what is behind us rather than in front of us. With the help of Jason Zweig, I've arrived at a new hypothesis - successful financial media must predict a continuation of the past.

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Active MoneyWatch What are folks in the community talking about

Allan Roth

Allan S. Roth is the founder of Wealth Logic, an hourly based financial planning and investment advisory firm that advises clients with portfolios ranging from $10,000 to $50 million. He is mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability to make him rich.

Roth is also the author of How A Second Grader Beats Wall Street. He teaches behavioral finance at the University of Denver and is an adjunct faculty member at Colorado College.

Allan Roth

Allan Roth has a lot of credentials (CFP, CPA, MBA) and business experience (McKinsey consulting and officers of mega-billion dollar companies). But he insists that said credentials and business experience do not interfere with his ability to keep investing simple.

Roth has worked with many a lawyer over the years, so he feels compelled to note that his columns are not meant as specific investment advice, especially since any such advice would need to take into account such things as each reader’s willingness and need to take risk, which can vary significantly. His columns will specifically avoid such foolishness as predicting the next “hot stock” or what the stock market will do next month. Roth’s goal is never to be confused with Jim Cramer.

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