How a Second Grader Beats Wall Street: Golden Rules Any Investor Can Learn

Allan S. Roth is the founder of Wealth Logic, LLC, an hourly-based financial planning and investment advisory firm, that advises clients with portfolios ranging from $10,000 to $50 million. His expertise is in portfolio construction and performance benchmarking, and he is frequently quoted in the financial media. An adjunct finance faculty member at the University of Colorado at Colorado Springs and Colorado College, he teaches behavioral finance at the University of Denver's GraduateTax Institute. Mr. Roth is a CPA and CFP with an MBA from the Kellogg School at Northwestern University. During the course of his professional career, he has held the position of finance officer for multibillion-dollar companies and has been a consultant at McKinsey & Company. Roth writes a personal finance column forthe Colorado Springs Business Journal. In spite of thesecredentials, Roth claims he can still keep investing simple.