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Allan Roth

As seen in: Forbes, The Wall Street Journal, CBS News, Yahoo Finance, MarketWatch, AARP, AARP en Español, etf.com, VettaFi ETF Trends, Advisor Perspectives and
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Articles

The Mega-cap IPOs’ Impact on Index Funds

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By Allan Roth
| Advisor Perspectives Verified
The views presented here do not necessarily represent those of Advisor Perspectives. What stock fund could be safer than a total U.S. stock market index fund with thousands of securities? That was my thinking for the last three decades, but things are changing. First, there is concentration risk, with nearly 35% of the total weight of the Vanguard Total Stock Market ETF (VTI) in its ten most valuable companies.
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How the CFP Board Sold Out the Public & the Profession

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By Allan Roth
| Advisor Perspectives Verified
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. WARNING: This is a sad story of how the CFP Board went from claiming CFPs were “thoroughly vetted” to sanctioning only a tenth of those disciplined by regulators. Twenty-two years ago, I left the world of corporate finance to become a financial planner. I thought it was a no-brainer to become a CFP certificant.
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High Inflation May Continue: How It Could Affect Your Investing

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By Allan Roth
| Advisor Perspectives Verified
The views presented here do not necessarily represent those of Advisor Perspectives. The two largest threats to financial security are market plunges and inflation. Unfortunately, both could occur simultaneously, possibly in a stagflation scenario. The April Consumer Price Index (CPI) came in at 0.6% over March and 3.8% over the prior year. Even stripping out food and energy, prices rose 0.4% and 2.8% respectively.
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