60 results for:

Allan Roth

Author Biography

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.

Email Allan Roth

Sort By

  • Do Certified Financial Planners Really Put Clients First?

    If you are using a Certified Financial Planner, are they using a duty of care of a fiduciary? In other words, are they putting your interests first? Here is a simple test you can apply to any financial adviser. by Allan Roth

    Blog posts | Nov 23, 2009

  • How to Protect Your Investments from Yourself

    When it comes to investing, the three enemies that pose the biggest threat to our success are killer markets, professionals that claim to help us, and ourselves. Wall Street Journal columnist, Jason Zweig, shows us how to conquer these enemies in his new book, The Little Book of Safe Money. by...

    Blog posts | Nov 19, 2009

  • Quick and Easy Ways to Boost Returns

    How?d you like to earn a few thousand dollars for less than an hour of your time? This is no get-rich-quick come-on. The extra income is the potential payoff for making a few simple and painless money moves. Many of us have a tendency to keep our savings and investments in the same places for...

    Articles | Nov 16, 2009

  • Is Now the Right Time to Get Back Into The Stock Market?

    This is a common question I get. Often it comes in the form of a sophisticated question like "is this the right stock market re-entry point? My answer is a definite "NO!" by Allan Roth

    Blog posts | Nov 16, 2009

  • A New Exciting Investing Platform - Kapitall

    A new securities trading platform that's "a form of play." Is this a good thing? by Allan Roth

    Blog posts | Nov 12, 2009

  • It's Not How Much You Pay in Costs, It's the Total Return That Matters

    It's pretty hard to argue with this statement that Wall Street often touts. While true, it's a completely irrational statement. by Allan Roth

    Blog posts | Nov 10, 2009

  • An Interview with Ric Edelman - Is High Cost Indexing an Oxymoron?

    Ric Edelman is now an indexer. But what's a fair price to pay to develop an index portfolio? What if it comes with non-investment advice such as whether you should pay off the mortgage? by Allan Roth

    Blog posts | Nov 6, 2009

  • Investing -- The Importance of Knowing What We don't Know

    William Bernstein's new book, "The Investor's Manifesto" is the one book that comes with a "guarantee" that actually works. Here are a few lessons from this "must-read" book. by Allan Roth

    Blog posts | Nov 2, 2009

  • The 5 Scariest Threats to Your Financial Future

    Never mind the Halloween ghosts and goblins. Here are five year-round portfolio perils that should really frighten you. We?ll show you how to avoid them. 1. ‘No Risk, Big Return’ Pitches The spiel from the “financial professional” or insurance...

    Articles | Oct 23, 2009

  • Lessons from Five New Imaginary ETFs

    There are many new ETFs being launched to follow what has been hot. My ETFs will do just the opposite. by Allan Roth

    Blog posts | Oct 27, 2009

Click Here
track your portfolio