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
While people tend to focus more of their attention towards the stock portion of their portfolios, but understanding the underlying fundamentals of your bond portfolio is important too.
The biggest mistakes investors make tend to occur when yields are their lowest, so listen now to learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
The national debt is always a hot topic, particularly when the country bumps up against the debt ceiling.
Information from the media is often incomplete or biased, so it's hard to understand what the implications are for investors.
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Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Lifestyle creep happens when your spending rises with your income and you adjust to a more expensive way of living. Once you get used to a certain lifestyle, cutting back can be very hard to do.
Listen now and learn about:
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Democrats on the House Ways and Means Committee released their tax proposals on September 13, with the legislation covering a wide range of tax issues.
Brian King, Chief Planning Officer at Plancorp, joins Peter on this episode to sort out the wide range of tax issues in the legislation and potentially planning opportunities to consider.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
In 2020, the global stock market had 155.7 million trades per day worth $554.6 billion dollars.
The market prices you see at any given moment reflect the buying and selling by millions of market participants incorporating all known information about a company. Collectively, these market participants are highly educated and highly motivated. As a result, there is a lot of information that is quickly incorporated into prices.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
A growing number of investors are interested in Environmental, Social and Governance investing, known as ESG. That term is becoming more common, but ESG still means different things to different people.
While some investors are drawn to the socially responsible side of ESG investing, others approach ESG factors as a way to evaluate risks and opportunities and create more sustainable portfolios.
Because there are a lot of approaches that you can choose from, each with very different objectives, Peter shares his view of this rapidly growing investment space.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Peter answers listener questions is this Mailbag Episode
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Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings.
Is it most important to max out a 401(k) before an IRA? At what point should you use a taxable account for retirement savings? How does debt play into these decisions?
This is one of those truly personal finance moments because everyone has different circumstances.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
As the stock market continues to reach new highs, it's tempting to think about the possibility of buying and selling at just the right moment.
Here's a dirty little secret that most of the investment industry doesn't want you to know: Time is more important than timing in investment success.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
If there is a universal investment ideal, it's that every investor wants to buy low and sell high. Rebalancing does just that.
In today's episode, I'm going to explain rebalancing at a high level with some simple examples, point out some practical to challenges rebalancing, and then talk about the best way to rebalance your portfolio.
Listen now and learn:
As an added bonus, Peter shares how to get free access to exclusive research on the topic.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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