Allan S. Roth
Financial Planning
Colorado Springs, CO, United States
Contact Allan
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Past articles by Allan:
A skeptic takes a second look at SPIAs
Could single premium immediate annuities be the answer to ultralow rates? → Read More
6 moves advisors should be recommending for their clients right now
Bear markets come with checklists of savvy moves to make for investment portfolios. → Read More
What would Jack Bogle do?
An imagined conversation with the legendary Vanguard founder about the coronavirus market crash. → Read More
What to tell clients after a shocking 7% market drop
We advisors must learn from our mistakes. There is quite a bit of data indicating planners timed the markets poorly during the financial crisis, writes columnist Allan Roth. → Read More
Trump vs. Obama — who had the best 3rd year stock market gains?
Over longer periods of time, the data makes a compelling partisan distinction. → Read More
Does Schwab's growth threaten Vanguard's domination?
The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy. → Read More
5 Tips On Buying & Selling ETFs
Know how to minimize the costs. → Read More
Vanguard without Jack Bogle
Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader. → Read More
6 questions that can reveal clients’ behavioral biases
Their answers to these queries reveal unconscious beliefs that undermine their planning — and yours. → Read More
What You Get With Muni ETFs
Can you get higher after-tax yield without additional risk? → Read More
Should You Own A Bitcoin ETF?
If approved, there are key things to consider before jumping in. → Read More
The CFP Board ‘inexcusably’ protects its own members at expense of the public
Rather than learn from the mistakes exposed regarding false listings of advisors’ “fee-only” status, the board doubled down on looking the other way. → Read More
Converting Vanguard Mutual Funds To ETFs
A look at how it works, and whether it's worth doing. → Read More
Major competitive threat for advisors? Vanguard
CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target. → Read More
Are index funds really taking over the world?
Some industry experts worry over indexing is leading to lack of price discovery and corporate governance. → Read More
Is the 4% rule still 'safe' for retirement planning?
I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out. → Read More
Boeing's Lesson About The Dow
Not all U.S. equity indexes are created equal, and Boeing’s recent troubles are a good reminder of that. → Read More
Why planners keep getting it wrong on interest rates
Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future. → Read More
How to Boost the Tax Savings of Your Charitable Contributions Under the New Tax Law
Married couples in particular may have trouble meeting the threshold to deduct charitable contributions, says WSJ Wealth Management Expert Allan S. Roth. → Read More
Why A Low Performing Bond ETF Is Good
Hint: Look beneath the comparisons. → Read More