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- BNET Author Biography
Allan S. Roth is the founder of Wealth Logic, an hourly based financial planning and investment advisory firm that advises clients with portfolios ranging from $10,000 to $50 million. He is mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability to...- more about Allan Roth »
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- Do Certified Financial Planners Really Put Clients First?
- If you are using a Certified Financial Planner, are they using a duty of care of a fiduciary? In other words, are they putting your interests first? Here is a simple test you can apply to any financial adviser. by Allan Roth
- Blog posts 2009-11-23
- I Am a Boglehead -- And Will Be Posting Live From Bogleheads VIII
- Why I am a Boglehead and how I will be sharing the wisdom from the conference. by Allan Roth
- Blog posts 2009-10-01
- Annuities and the Hundred Thousand Dollar Challenge
- Am I about to earn eight percent annually, with no risk? I've been challenged to be "serious about learning more" and have agreed to plunk down $100,000 for this product if this planner can deliver. by Allan Roth
- Blog posts 2009-09-23
- Why So Critical on Annuities?
- I've been accused of being unfair to annuities. My response will never convince an insurance producer but it might convince someone looking at buying one. by Allan Roth
- Blog posts 2009-09-18
- Tough Questions for Your Financial Advisor
- Finding a good planner isn't easy but here are five tough questions to ask your planner that can help. by Allan Roth
- Blog posts 2009-09-16
- My Take on Investors Going it Alone (Revisited)
- Larry Swedroe and I both agree that a good adviser can add value. We will agree to disagree on other issues however. by Allan Roth
- Blog posts 2009-09-10
- Smarter Retirement
- Retirement planning isn't the same since the plunge. Dan Solin gives us some timely advice. by Allan Roth
- Blog posts 2009-09-09
- A Year after the Stock Market Plunge - Why it Should Have Cost You Less than Ten Percent
- September was the beginning of the carnage and many say investing will never be the same. Yet, if your portfolio is down by more than 10% over the past year, you are probably doing something wrong. by Allan Roth
- Blog posts 2009-09-02
- My Take on Investors Going it Alone (part 2)
- Investors going it alone do better than those using an adviser. Asking whether you should use an adviser may be the wrong question. by Allan Roth
- Blog posts 2009-08-28
- Should Average Investors Do It Themselves? An Alternative Viewpoint
- Should investors go it alone rather than use an investment adviser? As an investment adviser, I say the answer in most cases is "yes!" by Allan Roth
- Blog posts 2009-08-27
- Fact Check: Can Only an Active Portfolio Really Provide Downside Protection?
- Did indexing really get creamed in 2008, as this large brokerage firm claims? Will indexing work going forward? by Allan Roth
- Blog posts 2009-08-21
- The Risk of Taking a Risk Profile Questionnaire
- Think the way you feel about investment risk today is the same as in a few months? Think again. by Allan Roth
- Blog posts 2009-08-18
- Goldman Sachs' Cohen: The Most Useless Forecast of 2009 (So Far)
- Goldman Sachs goes out on a limb - we may be in a bull market! by Allan Roth
- Blog posts 2009-08-10
- S&P 500 Tops 1,000 Again - Time to Sell!
- Why you shouldn't be feeling good about the stock market, even though I do! by Allan Roth
- Blog posts 2009-08-04
- Live Financial Wisdom from Bogleheads VIII - Day One
- Oct. 1  6:30 Fireside chat with William Bernstein Bill shared some of the lessons he learned from the 2008 market crash. 1.     Bubbles can be very large. We blew bubbles everywhere. Previously, bubbles had been somewhat limited. Last year, however, the credit markets...
- Blog posts 2009-10-01
- Live Financial Wisdom from Bogleheads VIII -- Day Two
- Oct. 2 -9:00 a.m. Panel Discussion Final Question - How much do the experts really know? Understanding the economy which is doubtful doesn't translate to being a good investor or to giving good investment advice. Should one buy TIPS or TIPS funds? ...
- Blog posts 2009-10-02
- How to Protect Your Investments from Yourself
- When it comes to investing, the three enemies that pose the biggest threat to our success are killer markets, professionals that claim to help us, and ourselves. Wall Street Journal columnist, Jason Zweig, shows us how to conquer these enemies in his new book, The Little Book of Safe Money....
- Blog posts 2009-11-19
- Is Now the Right Time to Get Back Into The Stock Market?
- This is a common question I get. Often it comes in the form of a sophisticated question like "is this the right stock market re-entry point? My answer is a definite "NO!" by Allan Roth
- Blog posts 2009-11-16
- A New Exciting Investing Platform - Kapitall
- A new securities trading platform that's "a form of play." Is this a good thing? by Allan Roth
- Blog posts 2009-11-12
- It's Not How Much You Pay in Costs, It's the Total Return That Matters
- It's pretty hard to argue with this statement that Wall Street often touts. While true, it's a completely irrational statement. by Allan Roth
- Blog posts 2009-11-10
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