Allan S. Roth, CFP, CPA

Allan S. Roth, CFP, CPA, president of Wealth Logic, LLC, a financial advisory firm in Colorado Springs. He is author of How a Second Grader Beats Wall Street: Golden Rules Any Investor Can Learn. DareToBeDull.com

Get the Most from Your Financial Adviser
Financial Advisers

Get the Most from Your Financial Adviser

July 5, 2023

Turbulent investment markets and soaring inflation are prompting more Americans to use financial advisers to navigate their increasingly complicated financial…

Don’t Let the Bear Ruin Your Retirement
Personal Finances

Don’t Let the Bear Ruin Your Retirement

Allan S. Roth, CFP, CPA | May 3, 2023

You save and plan for decades in the hopes of enjoying a secure retirement, but there’s a ­surprising risk you…

Investing Without Risk?
Investing

Investing Without Risk?

Allan S. Roth, CFP, CPA | February 21, 2023

Some analysts are predicting a “lost decade” for stocks—meaning that by 2033, the market could wind up well below its…