There are 100,000 independent financial advisors in the United States. The Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors. In 2023, Peter Lazaroff was awarded the #4 spot. All winners awarded a spot on the list make...
Note: This award was received in 2023. It’s great when a business is growing. But when a business grows while keeping a clear focus on what’s most important—serving its clients—that’s worth celebrating. Expanding as a registered investment advisor (RIA) firm while...
I’m proud to announce that I’ve been named to the Investopedia 100 for a third year in a row. Here is a brief description of this recognition from Investopedia: The Investopedia 100 celebrates financial advisors who are making significant contributions to...
What You Should Do in Response to Market Volatility It’s been a wild few weeks in the market as investors try to gauge how the coronavirus will impact global growth and corporate profits. In the sections below, I’ve provided links to the resources I...
Last week I joined CNBC’s Power Lunch to share my views on the current market environment. Click image to watch the replay. The biggest takeaway from this interview should be the importance of having a plan in place for the next recession. I don’t believe...
For whatever reason, midterm elections have tended to be a good time to buy equities. The table below outlines the S&P 500 return in periods prior to and following the past 17 elections. There are a some theories that explain strong market performance following...
