Allan Roth is the founder of Wealth Logic, LLC, an hourly-based Investment Advisory and Financial Planning firm that uses behavioral finance, logic, and data to develop a financial approach that will produce significantly higher real returns than most investors for their desired level of risk.
He has been working in the investment world for 25 years in corporate finance and also has additional decades of experience in portfolio construction and performance benchmarking.
Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its apparent inability to make him rich. He is also the author of How A Second Grader Beats Wall Street and writes for AARP, Barron's, ETF.com, Advisor Perspectives, and others. Allan has taught investments and behavioral finance at the University of Denver, Colorado College, and the University of Colorado at Colorado Springs and currently teaches continuing education classes on the subject to CPAs, attorneys, and CFP® certificants. Despite the many credentials he has earned, Allan claims he can still keep investing simple and "dares us to be dull" and think like second graders in our investing. His professional goal is never to be confused with Jim Cramer.
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Resources mentioned on the show:
Wealth Logic - Dare to be Dull
How a Second Grader Beats Wall Street by Allan Roth
The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley
Predictably Irrational by Dr. Dan Ariely
How to Think About Money by Jonathan Clements
The Four Pillars of Investing: Lessons for Building a Winning Portfolio by William J. Bernstein
Common Sense on Mutual Funds by John C. Bogle
Fama and French's Three-Factor Model
Open Social Security: Free, open-sourced Social Security strategy calculator
The Long View Podcast Episode: I Embrace Dumb Beta with Allan Roth
Catching Up to FI Episodes 008 & 009: We're Talking Millions! With Paul Merriman
Winning the Loser's Game: Timeless Strategies for Successful Investing by Charles D. Ellis
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
