Behavioral finance (a combination of economics and psychology) shows that we make many of our investment decisions for emotional reasons rather than economic ones. We are all programmed to needlessly give up half of our real return to other investors, trusted professionals, and taxes without a clue that we are actually doing so.
Wealth Logic is an hourly fee-only based financial advisory firm that develops a financial plan and investment strategy designed to create wealth for you, rather than an income stream for someone else. It is based on the belief that, if you can give up some emotional return, you can double your real economic return. We also occasionally do fixed fee work for institutions or expert witness testimony.
Warren Buffett said it best: “Investors should remember that excitement and expenses are their enemies.”
Please explore this website open to the possibility that traditional investing may be better for Wall Street than it is for you. Please click here if you would like to subscribe to periodic mailings including my personal finance columns in AARP, THE WALL STREET JOURNAL, FINANCIAL PLANNING MAGAZINE and other publications.
I hope to be able to convince you of our value proposition “you get what you don’t pay for.”
Allan S. Roth, MBA, CPA, CFP®
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