5 Questions People Don’t Ask Their Financial Advisor (But Should)
Here are some questions that can make sure your financial advisor is not only someone you can fully trust but also someone who’s doing the most for you.
The Most Important Rule In Planning For Retirement
There are many smart decisions you can make when it comes to saving for retirement. However, this one strategy will give you massive momentum.
Got Company Stock? Don’t Make This Common Mistake
Despite the dangers of a concentrated stock position, many people have too much of their savings riding on their employer’s shares. Here’s why you might have a blind spot about this risk.
The Story of Writing My First Book
Many people have asked about how and why I wrote Making Money Simple. Considering there seems to be a lot of interest about the process that went into creating this, I wanted to share this detailed look at its making.
Be Ready for the Next Recession
The risk of a recession is greatest to investors nearing retirement. Let’s talk about a safety net analysis to be ready for the next recession
The Case Against Permanent Life Insurance
Nearly everyone needs life insurance, but it’s easy to end up with a bad policy.
I’m specifically talking about permanent life insurance which provides protection for your entire life as long as you continue paying the premium and the insurer remains solvent. Permanent life insurance comes in three broad flavors: whole life, universal life and variable life.
Most people who end up with a permanent life-insurance policy probably are spending more money than they should for more insurance than they need.
The Best Three Designations for Financial Advisors
Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise. Here are the three most meaningful designations for financial advisors.
Midterm Elections and Your Portfolio
For whatever reason, midterm elections have tended to be a good time to buy equities. There are a some theories that explain strong market performance following midterm elections, but they are rely heavily on narratives and ignore the complexity of financial markets.
CNBC Replay: How to Think About the Market Today
Here is the full replay from my interview with Briany Sully on CNBC’s Worldwide Exchange on how investors should think about the market today.
Navigating Uncertain Markets
The future is unknowable, and there are risks inherent to that. Our success in managing those risks will determine our success in investing. With markets hovering near all-time highs and interest rates beginning to rise, it has never been more important to understand how to approach volatile and uncertain markets.
Here is the replay of my presentation to the American Association of Individual Investors in Los Angeles on July 21, 2018.
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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.
