Allan S. Roth, a Financial Planning contributing writer, is founder of the planning firm Wealth Logic in Colorado Springs, Colorado. He also writes for AARP The Magazine and has taught investing at three universities. Follow him on Twitter at @Dull_Investing.
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There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.
March 9 -
Over longer periods of time, the data makes a compelling partisan distinction.
January 28 -
The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.
January 22 -
Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader.
October 30 -
Their answers to these queries reveal unconscious beliefs that undermine their planning — and yours.
September 24 -
Rather than learn from the mistakes exposed regarding false listings of advisors’ “fee-only” status, the board doubled down on looking the other way.
August 2 -
CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.
May 9 -
Some industry experts worry too much indexing is leading to a lack of price discovery and poor corporate governance.
May 9 -
I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.
May 8 -
Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.
March 20