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.
Podcast: Democratizing Financial Advice
A big thanks to George Grombacher for having me as a guest on his podcast Money Savage.
I had the opportunity to share my personal story as well as the many ways BrightPlan is seeking to democratize financial planning and investment advice.
What Happens When You Ask for Financial Advice in Public
There aren’t too many household names in the world of investing – but Warren Buffett is one of them. His annual shareholder letters are famous beyond financial professionals for his clever quips and keen insights that find their way into mainstream media and to the casual market observer.
As someone who regularly publishes investment and financial planning guidance, I know one-size-fits-all solutions are few and far between. That makes giving personalized advice difficult in most public situations.
What You Need to Understand About Bonds
Interest rates have been on the rise since 2013, but the latest move by the 10-year U.S. Treasury above 3% has brought the trend to the attention of individual investors.
If you’ve been feeling curious or questioning your own bold holdings lately, let’s take a look at some bond fundamentals. Covering the basics can help you better understand these assets, feel more confident in your investments, and answer the questions you might have around things like rising interest rates.
Financial Literacy Month
There aren’t many easy fixes when it comes to increasing your financial literacy. You have to do the hard work of educating yourself. The good news is that you have many options for doing so.
Financial Blogger Wisdom: Spring 2018
Last week, Tadas Viskanta of Abnormal Returns rounded up some of the best finance writers around to answer a series of questions. Here are my responses along with links back to the full set of responses.
Disability Insurance: The Missing Piece in Your Financial Plan
When you’re in the early or middle stages of your career, there are few assets more valuable than your ability to earn an income. Here’s why you should protect it with disability insurance.
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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.
