Investing By Age Series: Investing In Your 30s
The right investment strategy to reach your goals shifts as you age. Your 30s are the time to begin building lasting wealth to meet life’s growing demands. Here are six ways to focus your investing strategy as you navigate your 30s.
Investing By Age Series: Investing In Your 20s
The financial decisions you make in your 20s are arguably more important than any other time in your life. With that in mind, here are the five most important things you should do in your 20s to set yourself up for financial success.
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.
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Peter Lazaroff, CFA, CFP® is Plancorp’s Chief Investment Officer, a financial advisor, speaker, and author of the book Making Money Simple.
