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.
Replay: Talking About the Economy and Stock Market
Last week I stopped in at KTVI Fox 2 St. Louis to share some thoughts on the economy and stock market. Click the image below to see the replay.
Is Your Advisor a Fiduciary?
The word fiduciary is all over the financial community. In fact, some businesses throw the word around so much it almost starts to lose its meaning – which is a shame, because the fiduciary standard should be a big deal to you as an investor.
How Markets Work
People tend to respect the power of supply and demand in markets in their everyday life, but that respect seems to break down when it comes to financial markets. Learn how the stock market is much like any other market of buyers and sellers.
Investopedia Top 100 Financial Advisors
It is such an honor to be included among Investopedia’s 100 Most Influential Advisors.
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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.
