Allan S. Roth

Allan S. Roth

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.

All Allan S. Roth's Stories
Should advisors fear digital wealth management incarnations like Vanguard Personal Advisory Services?
Whether an advisor should steer clients into currency-hedged international funds is a very close call. Here’s how to make it.
Advisors who differentiate themselves may land business as a byproduct of their unique approach.
Worries about an immediate downdraft in the credit markets following an increase were unfounded, one advisor notes, emphasizing his call to focus on long-term planning.
El-Erian says we have borrowed market returns from the future. Allan Roth is having none of it.
A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?
Opinion: Contributor Allan S. Roth is “more than a bit concerned” that this marriage of a low- and high-fee provider will not be good for investors.
Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.
Advisors should urge clients to think long term before and after the Fed announcement on rates, says Allan Roth.
Passive investing is all the rage but there’s another fund family that’s quietly but exponentially growing.
Despite a sudden market correction, I didn't hear from panicked investors. That's because I've made them understand in these situations you must work through the pain to profit.
The role of bonds is to provide stability to a portfolio. But this only works when clients understand the true purpose behind their fixed income investments.
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Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
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Sheraton New York
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Jun 22, 2016
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