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 CFP® 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

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

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How a Second Grader Beats Wall Street | Allan Roth | 033