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Allan Roth

Reporter

Indexed articles, last 90 days
3
Latest publication
Sep 6, 2026
Outlet visibility, for yahoo.com
Top 1K sites
Earliest in this view
Jul 12, 2026

Latest articles

  1. Article · Sep 6, 2026 · Allan Roth

    Five Signs It’s Time to Reduce Equity Exposure (opens the original)

    Excerpt · English

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    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. Sign up for The Daily Upside at no cost for premium analysis o

  2. Article · Aug 2, 2026 · Allan Roth

    Has Index Investing Gone Too Far? (opens the original)

    Excerpt · Neutral tone · English

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    Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. 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 indexe

  3. Article · Jul 12, 2026 · Allan Roth

    10 Signs Your Client Is About to Make a Bad Investment (opens the original)

    Excerpt · English

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    Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. When it comes to investing, it's the Wild West out there. Consumers, especially those who are less experienced, are constantly bombarded with so-called opportunities to make a bundle. We're not talking about outright fraud, but rather perfectly legal sales pitches. It's not only new investors who fall prey; sophisticated, accredited investors do so as well. Sign up for The Daily

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