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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®
WEALTH LOGIC RECENT MEDIA
QUOTES
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
2 N. Cascade, Suite 1100 ♦ Colorado
Springs, CO 80903 |
