Updated Saturday, August 29, 2015 as of 5:22 AM 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

What Market Worries? Not a Single Client Called Me

4 Big Myths About Bonds

What's Next for ETFs: More Choices, or Less?

Retirement Planning: Can We Do Better for Clients?

Active vs. Passive: Why the Silliest Debate Rages On

5 Dumbest Investing Bets

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?

Primal Fear: Thinking Differently About Risk Tolerance

Obamacare, Round 2: How to Prepare

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

Advisors on the Move: UBS Lures a $2B Mega Team
The August Issue is now online!


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Industry Events

September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

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

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

November 12, 2015 | Salt Lake City, Utah

February 10, 2016 | Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.

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