Blog | Peter Lazaroff

What Makes A Bad Financial Wellness Offering

U.S. employers offer benefits to attract and retain talent, with healthcare coverage, equity compensation, and retirement plans considered standard offerings at most companies. While this may seem like a win-win for everyone, not all of these wellness programs are created equal.

How to Minimize Regret with Your Investment Decisions

Major choices in life — choosing a life partner, deciding to have children, changing jobs — are all high-stakes decisions. They force you to set aside all possible futures except the one you ultimately choose. But what about how you invest? How do you minimize regret when it comes to financial choices?

What You Need to Know Before Lending Money to Family

It might be tempting to lend money to family members, but there are several important factors to keep in mind when considering an intrafamily loan. Here are three pointers to help you avoid any unnecessary drama.

Self-Employed? Here’s What You Need To Know About Retirement Planning

When self-employed you have the freedom to choose when and how you work. But you also have to take initiative to prepare for your own retirement. Learn six sustainable ways you can save for your future, some of which may help you reduce your taxes.

How Hindsight Bias Can Impact Your Investment Decisions

There are mental shortcuts we unconsciously in our finances that can impact our investment decisions. Learn what “hindsight bias” is and four ways to prevent it from hindering your decision-making ability.

22 Books That Will Make You a Better Investor

There’s a surprising way to become a better investor: reading books. You need to get an understanding of markets so you can accurately interpret what you hear in current news and economic trends.

Here are 22 books to start with broken down by beginner and advanced reading.

How to Read More

Many people set a goal to read one book per month, or a certain amount of titles in a year. However, there’s a different approach that can help you read more and it works even if you don’t consider yourself a “reader.”

How I Invest My Money

How does the Chief Investment Officer of Plancorp, who oversees roughly $4.5 billion of client assets, invest their own? See a full breakdown of how I manage my assets, cash, liabilities, and more.

Investopedia 100 Top Financial Advisors 2020

I’m proud to announce I’ve been named into Investopedia’s top 100 Financial Advisors for a third year in a row. But what is Investopedia, what does it mean and how did I get here? That’s what I’m sharing today.

Will the U.S. Presidential Election Affect Stock Market Returns?

With election season heating up, debates on what a Trump or Biden victory could mean for the stock market are intensifying, too. Here are my thoughts on if a the election will affect stock market returns.