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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A nuanced look at how U.S. equities performed under both presidents relative to historical averages and international markets. The answers weren't what we expected.
January 19 -
With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.
December 8 -
Ignoring lessons from past income-boosting strategies can lead to disastrous results.
November 20 -
The standard process for launching exchange traded funds is flawed, argues Allan Roth. He proposes a better way.
November 15 -
Here are some traditional and under-the-radar ways to help clients earn more after taxes.
November 6 -
Check out these three-steps to broaden the firm’s reach from sea to shining sea.
September 29 -
Smart beta and other factor investing often leads to more complexity than necessary.
September 22 -
Have advisors learned nothing from the 2008 crash?
September 19 -
Whenever any investing style becomes too popular, future returns are likely to lag.
June 27 -
Many new products are great for the industry and not so great for our clients.
June 26