Allan S. Roth is the founder of Wealth Logic, LLC, an hourly-based financial planning and investment advisory firm, that advises clients with portfolios ranging from $10,000 to $50 million. His expertise is in portfolio construction and performance benchmarking, and he is frequently quoted in the financial media. An adjunct finance faculty member at the University of Colorado at Colorado Springs and Colorado College, he teaches behavioral finance at the University of Denver's GraduateTax Institute. Mr. Roth is a CPA and CFP with an MBA from the Kellogg School at Northwestern University. During the course of his professional career, he has held the position of finance officer for multibillion-dollar companies and has been a consultant at McKinsey & Company. Roth writes a personal finance column forthe Colorado Springs Business Journal. In spite of thesecredentials, Roth claims he can still keep investing simple.
Introduction. The Seeds of Financial Success.
Chapter 1: The Claw Will Take Your Money: "10 – 2 = 8."
Chapter 2: Own the World: “Don't Put All of Your Eggs in One Basket.”
Chapter 3: The Advantage of Having Wall Street Marketing Blinders (and Where Can I Get Some?): “I Don't Watch Cramer, I Like Sponge Bob.”
Chapter 4: Adults Behaving Badly: “Don't Act Silly When Something Is Important.”
Chapter 5: Can You Beat a Second Grader’s Portfolio?: “I’m Not Going to Win All Three Spins.”
Chapter 6: Beyond the Second-Grader's Portfolio: “If Dad Says There's a Better Way I Might Try It, but I'm Not So Sure.”
Chapter 7: Bonds—Your Portfolio's Shock Absorber: “Don't Lend Money To Someone Who Won't Pay You Back.”
Chapter 8: Better Than Bonds: “If the Teacher Promises You’ll Be Paid Back, Then It's Okay to Lend Randy Money.”
Chapter 9: Simply Brilliant or Brilliantly Simple—Building Your Portfolio: Don't Bet Your Lunch Money.”
Chapter 10: Investors Who Love To Pay Taxes, and the IRS Who Loves Them: “Don't Pay the Tax Man If You Don't Have To.”
Chapter 11: Nightmare on Wall Street—The Scary Tale of Trick-or-Treat Investing: “If the Game Is Too Hard to Understand, I'm Not Playing.”
Chapter 12: Increase Your Return No Matter What the Market Does: “If You Pick the Low-Hanging Fruit, You Don't Have to Climb the Tree.”
Chapter 13: Keep It Simple Stupid (KISS): “Why Do Grownups Have to Make Things So Complicated?”
About the Author.