|Alma mater||Northwestern University|
|Occupation||Author, investment adviser|
|Organization||Wealth Logic, LLC.|
|Notable work||How a Second Grader Beats Wall Street|
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. He has been on the finance faculty of Colorado College, the University of Denver and 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 Roth
Allan Roth is the author of the investment book:
- How a Second Grader Beats Wall Street: Golden Rules Any Investor Can Learn ISBN 978047037594-5.
(23 November 2015)
- A friend sent me the following article from the USA Today insert of his local paper. The article proclaimed “The 60/40 stock-and-bond portfolio mix is dead in 2016” and went on to explain that...
(16 November 2015)
- Ever hear something like this and scratch your head wondering what it means? Our exclusive quantitative modeling system using proprietary algorithms will optimize your portfolio for minimum volatil...
(09 November 2015)
- Perhaps you’ve heard that low-cost passive index mutual funds tend to perform better than funds in which managers actively pick stocks. By my calculations, however, over any given year, roughly 4...
(04 November 2015)
- Have you ever received an email or letter reading something like this? Are you tired of working for that boss you hate? You’ll never get rich working for a big company, so here’s the proven way...
(29 October 2015)
- I’m typically not one to jump on promo offers, as they usually take a ton of time and have too many strings attached. Every now and then, however, I see a great offer that holds up to scrutiny. T...