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Posts Tagged ‘Allan Roth’

A look back on five years and some final advice (access required)

by Allan Roth Published: December 31,2009

Tags: Allan Roth

Here it is, 2010. Not only the start of a new year, but a new decade as well. And it wasn’t even half way through the last one when Mike Boyd, Business Journal editor at the time, asked me to write a column for the Business Journal. It was brave new territory for a left-brainer [...] [...]

Emotions lead to asking the wrong investment question (access required)

by Allan Roth Published: December 4,2009

Tags: Allan Roth

By far, the most common question I’ve been asked during the past month is “Should I get back into the stock market?” My answer: Absolutely not. Yet, do I think this is the most irrational question? My answer: Absolutely not. A look back at the market Between 2002 and 2007, the stock market soared, with [...] [...]

Fighting back against frightening customer service (access required)

by Allan Roth Published: November 6,2009

Tags: Allan Roth

Every big company in America claims customer service is their No. 1 priority. Yet customer service is on the decline. CSBJ editor Mike Boyd wrote about his incredibly bad experience with J.P. Morgan Chase, but I’ve had three of my own customer service nightmares. The blind leading the blinds I purchased some custom-made Levalor blinds [...] [...]

DOI — consumer protection or producer protection? (access required)

by Allan Roth Published: October 2,2009

Tags: Allan Roth

The Colorado Division of Insurance boasts some pretty impressive statistics. According to a newspaper article published earlier this year, it processes more than 25,000 contacts annually, with more than 4,000 being official complaints. The story claimed that most complaints are resolved within 90 days, and that 90 percent of those filing complaints, according to the [...] [...]

Debunking the myth of the stock market ‘plunge’ (access required)

by Allan Roth Published: September 4,2009

Tags: Allan Roth, stock market

As August drew to a close last year, the market’s slight downward direction seemed a harbinger that we were in for the first year during the last six of a declining market. The set-in-stone paradigm that real estate could never go down in value was finally being questioned.  Despite this shake up, however, the market [...] [...]

2009 top dog in financial planning (access required)

by Allan Roth Published: August 6,2009

Tags: Allan Roth, Financial Planning

Well, 2009 is yet another year that I’ve been shut out of the Colorado Springs Business Journal “Best of” awards in the financial industry categories. The votes again went to the big guys. But I have something they don’t have — a staff member with a plaque from the impressive sounding “Consumer’s Research Council of [...] [...]

Active investing strategies I use (access required)

by Allan Roth Published: June 5,2009

Tags: Advice, Allan Roth, Financial Planning, investing

I recently taught an investments class to some talented students at Colorado College. I was a bit concerned that I might go overboard in suggesting passive investing but, surprisingly, the students pointed out just the opposite. Here are the four ways they claim I’m an active investor. Rebalancing – Passive investing implies “buy and hold.” [...] [...]

Three bad alternatives to the market (access required)

by Allan Roth Published: April 30,2009

Tags: Allan Roth, Bonds, Investments, Roth, Stocks

Despite the stock market showing some signs of life during the past month (the fastest bull market since 1938), investors are exploring new ways to build wealth. Interest in stocks and real estate has cooled to say the least, while high-yield bonds, gold and annuities are on fire. Let’s look at each. High-yield bonds With [...] [...]

Enduring the pain of the slip and slide stock market (access required)

by Allan Roth Published: March 6,2009

Tags: Allan Roth, stock market

Who else remembers those summer days, a yard full of neighborhood kids and a Slip N Slide? One after the other, we dove on and slipped and slid across the unexpectedly hard lawn. With our bruised and scraped elbows and knees, we had to acknowledge that there was a downside to being carried along by [...] [...]

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