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.
Plancorp and BrightPlan Featured in Financial Advisor Magazine
The Plancorp and BrightPlan alliance is grabbing more people’s attention. This month, Financial Advisor Magazine made our partnership the cover story of their latest issue.
How and Why I Gave My Four-Year-Old an Allowance
Paying an allowance is the first step towards instilling good money habits and introduces new opportunities to have meaningful money-related conversations.
Is This Normal?
Volatility was higher than a typical week in the market, but it wasn’t all that unusual from a historical standpoint.
How to Prepare for a Market Downturn
A safety net analysis allows you to understand how long you can withstand a downturn and what changes might be appropriate during this stage of a bull market.
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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.
