Allan Roth

Allan Roth

Allan Roth, MBA, CPA, CFP® is the founder of Wealth Logic, LLC. He has been working in the investment world with 25 years of corporate finance. He has been finance officers of two multi-billion dollar corporations and consulted with many others while at McKinsey & Company. As part of this work and as a current honorarium finance faculty member of the University of Colorado, Allan has studied financial markets and the behavioral aspects of investing. He notes that large corporations tend to invest their assets in a much more logical, non-emotional manner and believes that those same techniques are just as applicable to individual investors.

Allan is now taking the lessons learned from this wealth of experience and applying it to educating investors who want to maximize their chances for building wealth, whether it be for retirement or other shorter term needs. Allan practices what he preaches and has reaped the financial rewards of “Decades of Dullness!”

Allan's book: How a Second Grader Beats Wall Street: Golden Rules Any Investor Can Learn ISBN 978047037594-5.

Allan currently blogs at The Irrational Investorat Money Watch.

Blog

CBS MoneyWatch - Allan Roth, on CBS MoneyWatch.com

• 5 warning signs to watch for with your adviser (18 June 2013)

Is your financial adviser or broker acting in any way as to unfairly enrich themselves at your expense?

• Why emerging markets underperform (13 June 2013)

Conventional wisdom presumes that faster-growing economies translate to stock market growth

• At long last, a forecast worth heeding (10 June 2013)

A recent Vanguard market outlook is a rarity among prognostications: It offers valuable advice and may earn you money

• U.S. government annuity for sale (5 June 2013)

It may surprise you to hear the feds do offer this insurance product, but this one's a great buy and there's no sales charge

• Why bonds lose value when interest rates rise (3 June 2013)

To lower the odds of losing money on bonds, it's important to understand the relationship between these debt instruments' price and yield

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