Stay ConnectedWe all need to make smart decisions with our money. The Long Term Investor shows you how to do it.
Hosted by the Chief Investment Officer at Plancorp and author of “Making Money Simple,” Peter Lazaroff distills complex financial matters into easily digestible lessons.
If you’re ready to get a clear plan for your investments and personal finances, you’re in the right place.
Copyright: © Copyright Peter Lazaroff
Concentrated stock positions typically emerge through employee compensation, inheritance, or a singularly successful investment. But in all cases, a large individual stock position introduces unnecessary risk to your portfolio.
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Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
When you plan to invest a large amount of money, you probably want to know when it's best to invest that cash. Should you invest it all at once or dollar cost average over time?
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Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership.
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Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
The Federal Reserve recently unveiled a new payments system called FedNow that would replace the United State's antiquated system created more than 50 years ago. But like anything else, change can cause anxiety and there is a lot of false information floating around making matters worse.
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Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
In the second episode of a series about student loan debt, I'm joined by Tyler Olson, who provides financial advice and education for early and mid-career physicians.
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Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Cait Howerton, CFP® shares her deep expertise in student loans and provides a broad overview on strategies for paying them off.
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Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
John Jennings, author of The Uncertainty Solution joins the show to explain how to invest with confidence in inherently uncertain and unpredictable markets.
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Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Building the perfect portfolio doesn't matter one bit if it doesn't align with your willingness and ability to take risk. Evaluating your own risk tolerance is difficult for individuals because of the emotions that are intertwined with investing.
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Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
How does the choice of using index funds or core funds with an emphasis on value, size, and profitability impact your retirement savings?
Mathieu Pellerin, Senior Researcher and Vice President at Dimensional Fund Advisors, shares his recently published research on the impact of factor investing on retirement outcomes.
Listen now and learn:
How a core portfolio differs from an index portfolio
The impact of investment strategy on accumulation, decumulation, and bequest outcomes
When short-term ends and long-term begins
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
The primary purpose of bonds is to reduce the overall volatility of the portfolio, but as we saw in 2022, that doesn't mean they can't lose money.
In fact, 2022 was the worst year for bonds in US history. And now that we're in a new period of higher interest rates on money market funds, CDs, and short-term Treasury bills, I've noticed an increasing number of people wondering whether they should hold cash instead of bonds.
Listen now and learn:
How reinvestment risk impacts yield
Why investment goals drive your choice of cash vs bonds
Where diversification can help boost yield
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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