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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It’s often hard to know just what is driving investor decisions.
January 22 -
Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.
January 16 -
Here’s how to prepare your clients, and your own practice, if dark days come and stay.
November 28 -
In my view, the organization puts its own growth ahead of enforcing its certificants’ fiduciary standards. This holds us back from being seen as a true profession.
September 24 -
Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.
August 14 -
The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.
June 12 -
How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.
June 12 -
The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.
June 11 -
"I'm not right for you," along with other surprising things I tell clients.
May 23 -
How can advisors best use the investment research firm's data to help clients?
April 23