About The Author - Allan Roth
Allan S. Roth is the founder of Wealth Logic, LLC, an hourly based financial planning and investment advisory firm, advising clients with portfolios ranging from $10,000 to $50 million. His expertise is in portfolio construction and performance benchmarking, and is frequently quoted in the financial media. He is an Adjunct finance faculty member at the University of Colorado at Colorado Springs and Colorado College, and teaches behavioral finance at the University of Denver’s Graduate Tax Institute. Roth is a CPA and CFP with an MBA from the Kellogg School at Northwestern University. During the course of his career, he has held the position of finance officers for multibillion-dollar companies and has been a consultant at McKinsey & Company. Despite these credentials, he claims he can still keep investing simple.