DOW 20K: More Psychological Than Material
As an investor, it’s important to understand that the “DOW 20K” mark is really just a psychological benchmark, similar to reaching a certain bank account level or salary. Read more…
Peter Lazaroff was named by Financial Advisor Magazine as a Young Advisor to Watch for his accomplishments in financial planning and investment advice. Peter contributes on a monthly basis to The Wall Street Journal and Forbes, while also authoring weekly insights at www.peterlazaroff.com. The article recognizes Peter’s writing prowess, but also his dedication to the financial planning process that Plancorp offers its clients.
Within the article, Peter references the team approach that is so critical to comprehensive financial planning. “Part of what attracted me to Plancorp was that it was a financial planning firm first. I honestly believe that one person can’t be an expert in all fields. Since Wealth Managers are paid salaries rather than commissions and nobody has their own ‘book of business,’ it allows Plancorp to build a custom team of advisors to meet each client’s specific needs.”
Congratulations to Peter on a well-deserved recognition.