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.
-
Three index funds may be all clients need. But that's rarely what they end up with.
June 16 -
Do they really deliver better risk-adjusted returns? A Morningstar panel said yes, but contributing writer Allan Roth disagrees.
April 27 -
Index funds may not be the ideal choice, but there are better options than the active bond funds pushed at a Morningstar panel.
April 27 -
We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.
April 26 -
Guide clients toward equity index funds for diversification, lower costs and tax efficiency.
April 21 -
Guide clients toward equity index funds for diversification, lower costs and tax efficiency.
April 21 -
This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.
March 29 -
Watch clients’ eyes light up when they are told about postponing benefits.
December 6 -
Watch clients’ eyes light up when they are told about postponing benefits.
December 5 -
Larger ETFs provide more liquidity and are better constructed.
November 11