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Allan Roth on Muck Rack

Allan Roth

Colorado Springs
As seen in: MSN, CBS News, The Wall Street Journal, Yahoo Finance, MarketWatch, Flipboard, AARP The Magazine, Barron's, AARP, AARP Bulletin and
Long-time hourly advice only financial planner and accidental journalist. Will never be confused with Mad Money's Jim Cramer.

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Contact Allan, search articles and posts on X, monitor coverage, and track replies from one place.

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Articles

These Money Illusions Can Cost Investors Dearly

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By Allan Roth
| The Daily Upside
Money illusions in one’s financial planning can be quite costly. Monte Carlo simulations almost always use unrealistic assumptions, making them dangerous to use. People are also prone to nominal thinking, and they often consider the return of principal as income. Here is how the three common illusions manifest and how investors should reframe their thinking. First, one must use realistic assumptions in planning.
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Why Low Dividend Yields Are Actually Good News for Investors Seeking Income

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By Allan Roth
| Morningstar
US stock dividend yields are now extremely low. The Securities and Exchange dividend yield of the US stock market is now about 1% annually. I happen to think that’s a wonderful thing, as it’s now easier to build a far more tax-efficient 2.5% income portfolio. Before explaining how, I’ll explain it with one stock using a simplified example. Let’s say you own 1,000 shares of ABC, which has 100,000 shares outstanding. You bought it at $10 a share, and it’s now worth $13.
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Five Signs It’s Time to Reduce Equity Exposure

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By Allan Roth
| Yahoo Finance Verified
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Is it time to reduce your equity holdings? I suspect it is for the vast majority of investors. That's not to say I have a clue of how stocks will perform next week or even next year. I don't. It's because I believe that investing involves discipline. Here are five warning signs that it's time to dial back on equities.
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