Updated Monday, June 1, 2015 as of 9:30 PM ET

Allan S. Roth, a Financial Planning contributing writer, is founder of the planning firm Wealth Logic in Colorado Springs, Colo. He also writes for CBS MoneyWatch.com and has taught investing at three universities.

Recent Stories From This Author

4 Advisor Moves That Shouldn't Be Legal

Tax Alpha: How to Fix a Client Portfolio

Real Danger of Hot Stocks

Uh-Oh: The Economists Are Wrong. Now What?

Obamacare, Round 2: How to Prepare

Primal Fear: Thinking Differently About Risk Tolerance

Help Clients Avoid Self-Sabotage

Behavioral Economist: Use App for Retirement Goals

10-Year Investing Forecast: Takeaways for Advisors

Why Benchmarking Alts Can Prove Them Obsolete

How to Benchmark Alternatives

Questioning Advisors on Alternatives

Why Hedge Funds Faltered (and May Work Again)

Precious Metals: Equities vs. Metals Themselves

The Case for Gold as an Alternative Asset Class

The Case for REITs as Alternatives

The Perils of Some Alts

Evaluating Alts: Essential Criteria

The Rapid Rise of Alts

Insurance Smarts: What Clients Really Need

Advisors on the Move: Wells Fargo Nabs $650M Team
The May Issue is now online!


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Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

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