Annual Investment Review 2017

Peter Lazaroff, CFA, CFP®, Director of Investment Research at Plancorp, provides an analysis of 2016 from an investment perspective and also offers insights on individual bonds, confirmation bias and risk.

Each year, Plancorp releases an Annual Investment Review to give you a feel for the way we think about some of the most important issues facing investors. As financial life advocates, we believe it is not only our responsibility to keep clients informed about what’s going on in the financial markets, but to also provide insights into the hows and whys.

Download your copy of our 2017 Annual Investment Review.

“Our objective at Plancorp is to create a portfolio with an amount of risk that generates sufficient profit, but still allows you to sleep at night.”