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

Marilyn Cohen, CEO | 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…

How to Decide Whether to Pay Off Your Mortgage Despite Low Rates
Mortgages

How to Decide Whether to Pay Off Your Mortgage Despite Low Rates

Allan S. Roth, CFP, CPA | March 4, 2021

Mortgage rates are so low that home loans seem like bargains, but paying off your mortgage early often remains a savvy money move.

0% Brokerage Commissions Have Limits

0% Brokerage Commissions Have Limits

Allan S. Roth, CFP, CPA | November 18, 2019

Just because major brokerages slashed commissions on trading stocks to zero doesn’t mean you should ignore other fees.

Are the Cheapest Index Funds the Best?
Mutual Funds & ETFs

Are the Cheapest Index Funds the Best?

Allan S. Roth, CFP, CPA | February 7, 2019

When choosing an index fund, there are other factors to consider besides the lowest fee.

Near-Zero Fees on ETFs
Mutual Funds & ETFs

Near-Zero Fees on ETFs

Allan S. Roth, CFP, CPA | March 9, 2016

Investment firms have been slashing the management fees that they charge investors for some exchange-traded funds (ETFs)—lowering the amounts to…

My Worst Money Mistake: 6 Financial Experts Fess Up
Personal Finances

My Worst Money Mistake: 6 Financial Experts Fess Up

Herbert E. Nass, Esq. | September 15, 2015

Even the shrewdest financial experts make huge money mistakes from time to time—mistakes that can be very costly but that…

How to Earn Much More Interest on Your Cash
Investing

How to Earn Much More Interest on Your Cash

Allan S. Roth, CFP, CPA | June 17, 2015

Use This Smart New CD Strategy As interest rates have plunged, investments in certificates of deposit (CDs) have dropped by…

Why Gold Shines Now
Investing

Why Gold Shines Now

Allan S. Roth, CFP, CPA | August 14, 2012

A little goes a long way in your portfolio Are you ever tempted to invest in gold but frightened by…

Better Than Banks: Credit Unions Have Better Rates, Fewer Fees and Are Now Surprisingly Easy to Use
Banking

Better Than Banks: Credit Unions Have Better Rates, Fewer Fees and Are Now Surprisingly Easy to Use

Allan S. Roth, CFP, CPA | March 8, 2012

At least 650,000 Americans joined credit unions in a recent four-week period, more than in all of 2010, according to…