Allan Roth

Index Investor Corner

Bond ETF Interest Rates Lurk

How much would you lose, and for how long, if rates continue to rise?

Index Investor Corner

Why I Told Kevin O’Leary Of O’Shares 'I’m Out'

Four reasons I told Mr. Wonderful of ‘Shark Tank’ ‘I’m out’ of his firm’s ETFs.

Index Investor Corner

Why I Don’t Use Target Date Funds

For many, target-date and balanced funds make a lot of sense, but they lack tax efficiency.

Index Investor Corner

Boosting Returns With Rebalancing

Critics may disagree, but the simple act of rebalancing can juice up your gains over time.

Index Investor Corner

Schwab Vs. Simplicity Debate Rages On

Comparing a Schwab Robo Intelligent Portfolio with a simple second-grader portfolio highlights the importance of asset allocation decisions. 

Index Investor Corner

Simplicity Vs. Schwab’s Robo Portfolio

Is Schwab's Intelligent Portfolio smarter than a second-grader?

Index Investor Corner

Allan Roth: This Is My Brain On Bitcoin

Lessons from my financial high from buying bitcoin months ago.

Index Investor Corner

New Bernstein ETFs: Can’t Beat ’Em, Join ’Em

Why I love these two ETFs (but won’t be buying them).

Index Investor Corner

Perils Of Mixing ETF Fund Families

Similar indexes can provide different exposures due to methodology.