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Allan Roth on Muck Rack

Allan Roth

Colorado Springs
As seen in: MSN, The Wall Street Journal, CBS News, Yahoo Finance, MarketWatch, Flipboard, Barron's, AARP, AARP Bulletin, AARP The Magazine 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

Has Index Investing Gone Too Far?

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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. Blame it on Bogle. John "Jack" Bogle launched the first publicly available index fund, which became the Vanguard 500 Index Fund,  50 years ago (in August 1976). Today, according to the Investment Company Institute, US stock index funds, comprising both mutual funds and ETFs, hold 50% more assets than active funds.
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Has Index Investing Gone Too Far?

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By Allan Roth
| The Daily Upside
Blame it on Bogle. John “Jack” Bogle launched the first publicly available index fund, which became the Vanguard 500 Index Fund,  50 years ago (in August 1976). Today, according to the Investment Company Institute, US stock index funds, comprising both mutual funds and ETFs, hold 50% more assets than active funds. While critics say  markets become less efficient when too much money floods into indexed products, that doesn’t tell the whole story.
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Is the Equity Risk Premium Dead?

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By Allan Roth
| Morningstar
Stocks are riskier than bonds, especially Treasury bonds. The theory goes that we are rational beings and want to be compensated for taking on more risk. That extra amount of risk is known as the equity risk premium. The formula is as follows: Equity Risk Premium = Expected Return on Equity – Risk-Free Rate. For example, if a 10-year Treasury bond yields 4% and investors expect a 10% return on stocks, the equity risk premium is 6%.
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