Updated Friday, July 25, 2014 as of 4:42 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

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

Portfolio Rebalancing: Get It Right

Why Risk Is a Good Thing in Multiple Roth Conversions

Asset Selection: Why Broader Is Better

Asset Allocation: Why Consistency Trumps Being Right

Tax Trick: Smart Way to Harvest Losses

Why Do Some Advisors Still Try to Time the Market?

Alpha: Do the Math

Why Bond-Bubble Fears Are Overblown

What's Wrong With Risk Assessments: Willingness vs. Need

Lists
2014 Summer Reading List for Advisors

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