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Allan Roth

Owner, Wealth Logic

Allan Roth is a financial expert and advisor with extensive experience in the financial services industry. Here are some key details about him:

Professional Background

Allan Roth is the founder and principal of Wealth Logic, LLC, an hourly-based financial planning and investment advisory firm that he established in 2003.1 He has over 20 years of experience in this role, advising clients with portfolios ranging from $10,000 to $50 million.1

Expertise and Writing

Roth is known for his expertise in financial planning, investment strategies, and behavioral finance. He has been a freelance contributor to AARP since 2012, writing articles on investment and financial planning topics.2 His writing career also includes:

  • Contributions to Financial Planning Magazine (2009-present)
  • Writing for The Wall Street Journal (2014-2017)
  • Articles for MONEY Magazine and Money.com (2007-2010)

Educational Background

Roth holds an MBA in Finance and Economics from Northwestern University's Kellogg School of Management and a degree in Accounting from the University of Colorado Boulder.

Teaching and Approach

He teaches behavioral finance and investments at the University of Denver.1 Roth is known for his "daringly dull" investment approach, advocating for low-cost index funds and a conservative allocation strategy.3 He emphasizes the importance of keeping investment fees low and structuring portfolios for tax efficiency.3

Notable Work

Roth is the author of "How A Second Grader Beats Wall Street," which aligns with his philosophy of simple, low-cost investing strategies.1

Allan Roth's approach to financial planning and investing focuses on practical, cost-effective strategies that prioritize long-term financial stability over short-term market excitement.

Highlights

Apr 29 · aarp.org
Why Low-Cost Funds Fuel Nest Eggs - AARP
Jun 15 · blog.aarp.org
Financial Adviser Exposes Own Portfolio - AARP Blogs

Related Questions

What are some of Allan Roth's most notable contributions to AARP?
How does Allan Roth's hourly fee model work at Wealth Logic?
What is the main focus of Allan Roth's columns for AARP?
How has Allan Roth's work influenced financial planning strategies?
What are some key takeaways from Allan Roth's book "How A Second Grader Beats Wall Street"?
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Experience

Principal and Founder of Wealth Logic, LLC (2003 - Present)
Freelance at AARP (2012 - Present), Financial Planning Magazine (2009 - Present), MONEY (2007 - 2010), Contributor at The Wall Street Journal (2014 - 2017), Associate at McKinsey & Company (1988 - 1992)

Education

MBA in Finance and Economics from Northwestern University - Kellogg School of Management (1980 - 1982), Accounting from University of Colorado Boulder (1975 - 1979)

Location

Colorado Springs, Colorado