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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The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.
November 13 -
This election cycle has had more than a few bad surprises, but my advice to clients remains the same.
November 2 -
Could single premium immediate annuities be the answer to ultralow rates?
September 21 -
Bear markets come with checklists of savvy moves to make for investment portfolios.
March 23 -
An imagined conversation with the legendary Vanguard founder about the coronavirus market crash.
March 18 -
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