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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 a 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.
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 the Colorado Springs Business Journal.
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®
Read More:
CBS MoneyWatch.com: The Irrational Investor
Traditional economics
explains that we invest rationally in order to maximize wealth. If you
believe this, my columns will be very unpleasant.
WEALTH LOGIC RECENT MEDIA
QUOTES
Wealth Logic's Roth - Dare to be dull - 3/5/13
IndexUniverse
What are they Thinking? - August 2012 Financial
Advisor Magazine
Two Faces of Your Financial Planner - Apr/May 2012
AARP Magazine
The Young and the Riskless - 11/5/11 Wall Street
Journal
Questions Retirees Must Answer - 7/17/11 Wall Street
Journal
Investing Secrets - Ignore Emotions - October 2010 -
CBS Video
The Wall Street Journal 9/4/10 - Downside Protection
Has Its Downsides
The Wall Street Journal 6/7/10 - Diversified But
simple
Money Magazine - June 2010 - 15
Most hated fees
April 15, the IRA
deadline, approaching - Chicago Tribune
Suckers of The Future Groomed With Stock Game -
Bloomberg 12/9/09
The
Wall Street Journal 11/26/09 - More Stocks May Not
Make a Portfolio Safer
Financial Planning Magazine Nov 09 -Tips on TIPS
Vanguard Dec 09 - Gift of Smarter Investing
CSPAN - Book TV: How a Second Grader Beats Wall Street
In The Vanguard - Summer 2009 -
Simplified Investing
Vanguard 7/13/09 - Simple rules for sound investing
CFP Board 6/23/09- A Cautionary Tale on Questionable
Honors
MONEY MAGAZINE June 09 - A Bear To Remember
THE NEW YORK TIMES 04/11/09 - No Talking Heads Here
MONEY MAGAZINE 3/09 - High
Costs of Expenses and Emotions
ASSOCIATED
PRESS
(AP) 3/29/09 - Lessons from a 2nd Grader and a Spy
GAZETTE 3/16/09 - How does a second grader beat Wall
Street?
THE WALL STREET JOURNAL 3/4/09 Tempest-Tossed? Take
Some Control
THE WALL STREET JOURNAL 3/1/09 Better Yields Are Still
Out There
NY TIMES - 2/5/09 - How to
Avoid a Tom Daschle Tax Problem
FINANCIAL PLANNING - Jan 09 -
Bear Markets Compared
THE WALL STREET JOURNAL 12/31/08 - Assessing Risk -
Questions to Ask Yourself
THE WALL STREET JOURNAL 12/2/08 - Stocks are Less of
Your Net Worth Than You Think
MONEY MAGAZINE Nov 08 - Nine Tips To Tough Out The
Times
CNN MONEY 9/30/08 - Keeping Your Money Safe
MONEY MAGAZINE - Oct 08 - Late
Career Bear Market
FINANCIAL PLANNING - Sept 08 - Investing - Core and
Casino
CNN MONEY - 07/12/08 Fall of IndyMac
THE WALL STREET JOURNAL 03-30-08 Dancing Bears at Your
Retirement Party?
Financial Planning - Mar 08 A Safer Source of Alpha
THE WALL STREET JOURNAL 2-20-08
Protecting Retirement No Matter Who's President
GAZETTE - 01-09-08 Stocks to Fall
MONEY MAGAZINE
01/08 Millionaires-in-chief
GAZETTE - 01-01-08 - Market Acted Well
MarektWatch 11-13-06 - Boo-yah this!
MarketWatch 10-8-07 Lazy Portfolios
THE WALL STREET JOURNAL 8/12/07 - In Defense of My
Contrarian Advice
THE GAZETTE - 7/18/07 - Traditional vs. Roth IRA
THE WALL STREET JOURNAL 6-3-07 - Tweaks that Fatten
Your Wallet
MarketWatch 5/29/07 - Leaving 401(K) Fees
DOW JONES MARKETWATCH 4/11/07 - "Lazy Portfolios" 2nd
Grader in First Place
CBS Affiliates -Saving for College (Video - click "PLAY")
THE GAZETTE 3/12/07 - Financial Planner Built Career
on Being Boring
THE WALL STREET JOURNAL 3/11/07 - How Good People Make
Bad Investments
MarketWatch 2/19/07 - 2nd Grader Portfolio Wins
MarketWatch 2/13/07 - Commission-less Trading
THE
WALL STREET JOURNAL 2/4/07 - Success Depends on what
You Count
CHRISTIAN SCIENCE MONITOR 1/22/07 - Save for College &
Make a Difference
THE GAZETTE 12/31/06- EXPERT ADVICE 2007
MarketWatch 12/29/06 - Canadian Firm Buying Putnam
THE GAZETTE 12/24/06 - Experts Financial Wish List
FINANCIAL ADVISOR MAGAZINE - Dec. 06 - Do These ETFs
Make Sense?
MarketWatch 12/15/06 - New Fund With a Twist
TheStreet.com TV 11/20/06 -
Investing and Instincts Don't Mix
(Video)
THE STREET.com 10/24/06 ETFs' Free Trade Boost
THE GAZETTE 10/22/06 - Formula 529
THE WALL STREET JOURNAL 10/15/06 Wrestling with a
Retirement-Party Bear
FEDERAL NEWS RADIO 9/5/06 -
Are You Having Too Much Fun?
THE WALL STREET JOURNAL 7/30/06 - Yikes, Here Come The
Retirement Raiders (WSJ Subscription required)
INVESTOR'S BUSINESS DAILY 7/21/06 - Gold Miner's ETF
INVESTOR'S BUSINESS DAILY 5/24/06 - ETFs More
Transparent
THE WALL STREET JOURNAL 3/15/06 - Basketball and
Investing
FEDERAL NEWS RADIO 3/6/06 - Investing's Bad 10
MONEY Magazine 2/06
- Should I Sock Away Gold?
CHRISTIAN SCIENCE MONITOR 1/19/06 - College Costs
THE WALL STREET JOURNAL 12/4/05 - Fund Indexers Take a Bow
MARKETWATCH - 11/28/05 - David vs. Goliath
FEDERAL NEWS RADIO 11/2/05 -
Smartest Things Investors Can Do
RADIO INTERVIEWS
Mike Causey - WFED 11-15-06 - True Lies That Will Cost
You
Mike Causey - WFED 3/1/06 - Emotional Mistakes
WEALTH LOGIC, LLC ♦ 719-955-1001 ♦ info@DareToBeDull.com
102 S. Tejon St., Suite 900 ♦ Colorado
Springs, CO 80903 |
