by Peter Lazaroff | Nov 23, 2017 | General, Investing, Personal Finance
Earlier this month, BrightPlan released its digital financial planning and investment platform to the public. As Co-Chief Investment Officer for both Plancorp and BrightPlan, I’ve had the great privilege of working with an outstanding team to digitize...
by Peter Lazaroff | Nov 22, 2017 | Personal Finance
The charts below were created by Plancorp to summarize the key provisions within the proposed House and Senate bills as they currently stand. This is not an all-inclusive list, but gives you a good idea of the differences as it stands today (the Senate bill may...
by Peter Lazaroff | Nov 13, 2017 | General
One of my favorite bloggers, Mike Dariano, reached out a few weeks ago in response to an article I wrote titled Spending Too Much? Here’s What to Do. Mike’s blog, The Waiter’s Pad, is a one of my go-to resources for learning. In a world saturated with amazing...
by Peter Lazaroff | Oct 23, 2017 | Investing
Last week, Tadas Viskanta of Abnormal Returns rounded up some of the best finance writers around to answer a series of questions. Much like the series that ran this summer, it is so cool to collaborate with such a talented group of people. Below are my responses to...
by Peter Lazaroff | Oct 16, 2017 | General
Today marks the beginning of National Estate Planning Awareness Week, which was created to help the public better understand this important area of financial wellness. Estate planning is a little different for everyone. While you are alive, the estate planning...