Allan Roth

1 week ago | etf.com | Mallika Mitra |Sumit Roy |Allan Roth

Fund giant Vanguard is teaming up with alternative asset manager Blackstone and Wellington Management to develop multi-asset investment solutions that integrate public and private markets to investors. The goal is to build “fully diversified portfolios that incorporate private assets and pursue higher returns,” according to a Blackstone news release.

1 week ago | thedailyupside.com | Allan Roth

High-quality bonds, and bond funds, just get no respect. They’re the Rodney Dangerfield of asset classes, (although they may get more attention if stocks continue their recent plunge). After a terrible 2022 for bonds, a paper by the Retirement Income Institute argued bonds have no place in a portfolio and should be replaced by annuities. I disagreed.

1 month ago | thedailyupside.com | Allan Roth

In over two decades of financial planning, I’ve seen many investment mistakes, but one story has always stuck with me. This investor’s error cost him upwards of $1 million over the course of his life, and yes, I’ll even share with you his real name. Al graduated college and was given money by his parents. Rather than blow it on a trip around the world, he bought 10 ounces of gold in 1980 for $6,684. He waited until gold had a 20% pullback, so as not to buy at a record high price.

2 months ago | etf.com | Jeff Benjamin |Paul Curcio |Allan Roth |DJ Shaw

Wedbush, a 70-year-old financial services firm based in Los Angeles, has filed with the Securities and Exchange Commission to enter the ETF space. According to the filing, the proposed Wedbush IVES AI Revolution ETF will track an index of the same name, which is comprised exclusively of securities included in the Dan Ives AI 30 Research Report. THe filing did not include a ticker or proposed fees as yet. Ives is the head of technology research at Wedbush Securities.

2 months ago | bottomlineinc.com | Allan Roth

Should you put your money in stocks or bonds? How about investing a windfall all at once…or spreading it out in regular fixed amounts over a longer period? When top advisor, Allan S. Roth, CFP, CPA, advises on important investment decisions such as these, he often winds up using the magic 50% rule. How it works: You split the difference, allocating half your investment money in question to one choice…half to the other.