Blog | Peter Lazaroff

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.

Why ESG Funds Don’t Belong in Your 401(k)

As interest grows in environmental, social and governance (or ESG) investing, you may wonder why your 401(k) plan does not offer ESG funds. Here’s why I don’t think your 401(k) is the best place for ESG funds.

4 Simple Steps to Improve Your Financial Wellbeing

How can two people with the same income, financial experiences, or education have very different levels of financial wellbeing? It’s simple: a sense of wellness doesn’t come from numbers alone. Learn four steps to improve your financial wellbeing.

6 Smart Ways to Withdraw Retirement Funds and Lower Your Taxes

As the stock-market volatility continues, uncertainty over the future may leave you wondering the best way to draw down assets going forward. While your personal situation can dictate the optimal retirement withdrawal strategy, there is a general order to consider when drawing down assets.

6 Methods to Consider When Choosing an ESG Investing Strategy

A growing number of investors are interested in Environmental, Social and Governance investing, known as ESG. That term is becoming more common, but ESG still means different things to different people. Here’s a closer look at six different methods for incorporating ESG criteria into your investment strategy.