Show notes
Allan Roth is the founder of Wealth Logic, LLC, an hourly-based Investment Advisory and Financial Planning firm that uses behavioral finance, logic, and data to develop a financial approach that will produce significantly higher real returns than most investors for their desired level of risk.
He has been working in the investment world for 25 years in corporate finance and also has additional decades of experience in portfolio construction and performance benchmarking.
Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its apparent inability to make him rich. He is also the author of How A Second Grader Beats Wall Street and writes for AARP, Barron's, ETF.com, Advisor Perspectives, and others. Allan has taught investments and behavioral finance at the University of Denver, Colorado College, and the University of Colorado at Colorado Springs and currently teaches continuing education classes on the subject to CPAs, attorneys, and CFPĀ® certificants. Despite the many credentials he has earned, Allan claims he can still keep investing simple and "dares us to be dull" and think like second graders in our investing. His professional goal is never to be confused with Jim Cramer.
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Resources mentioned on the show:
Wealth Logic - Dare to be Dull
How a Second Grader Beats Wall Street by Allan Roth
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing by Burton G. Malkiel
The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley
Prospect Theory
Predictably Irrational by Dr. Dan Ariely
The Bogleheads' Guide to the Three-Fund Portfolio: How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk by Taylor Larimore
The Simple Path to Wealth: Your road map to financial independence and a rich, free life by JL Collins
How to Think About Money by Jonathan Clements
The Four Pillars of Investing: Lessons for Building a Winning Portfolio by William J. Bernstein
The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns by John C. Bogle
Common Sense on Mutual Funds by John C. Bogle
tipsladder.com
Fama and French's Three-Factor Model
Open Social Security: Free, open-sourced Social Security strategy calculator
The Long View Podcast Episode: I Embrace Dumb Beta with Allan Roth
Catching Up to FI Episodes 008 & 009: We're Talking Millions! With Paul Merriman
bogleheads.org
Morningstar
Yahoo Finance
Winning the Loser's Game: Timeless Strategies for Successful Investing by Charles D. Ellis
2023 Bogleheads Conference
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