Roth is the founder of Wealth Logic , an hourly based financial planning and investment advisory firm that advises clients with portfolios ranging from $10,000 to $50 million. Allan Roth has a lot of credentials (CFP, CPA, MBA) and business experience (McKinsey consulting and officers of mega-billion dollar companies). Roth has worked with many a lawyer over the years, so he feels compelled to note that his columns are not meant as specific investment advice, especially since any such advice would need to take into account such things as each reader’s willingness and need to take risk, which can vary significantly. A joint effort between the news powerhouse CBS and the business experts at BNET, MoneyWatch. BNET | CBS Cares | CBS College Sports | CBS Films | CBS Radio | CBS. read more

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