Investing•February 7, 2017•1 min

2017 Annual Investment Review

Every year I address some of the most common client questions in a publication titled Annual Investment Review. Check out the 2017 issue here.

Peter Lazaroff

CFA, CFP® · Chief Investment Officer

Peter Lazaroff

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Every year I address some of the most common client questions in a publication titled Annual Investment Review. Topics in this year’s issue include:

A Framework For Making Portfolio Changes
Disadvantages of Individual Bonds
Myopic Loss Aversion
Confirmation Bias
The Cost of Diversification
An Examination of Risk

Click here or the image below to view the full issue.

Written by

Peter Lazaroff, CFA, CFP®

Chief Investment Officer, author of Making Money Simple, and host of The Long Term Investor podcast. Peter writes about building durable wealth through evidence-based, low-cost investing, no jargon, no gimmicks.

More about Peter →Listen to the podcast →

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