Author: Peter Lazaroff

When I first meet a potential client, I’m always disheartened to see the poor retirement plans offered by employers. Read more…

According to the IRS, U.S. taxpayers received $264.5 billion in total refunds in 2016. That makes the average refund total about $2,993. Read more…

People say that cash is king, but they don’t always give their cash the royal treatment it deserves. Read more…

Should you invest in the market or pay down debt? Read more…

Last month I had the pleasure of speaking at the Midwest Private Wealth Forum in Chicago on a range of equity market topics. One of my favorite questions asked was: “What is the biggest mistake you see investors making?” Read more…

Credit: AP Photo/Andrew Harnik Have you ever wondered whether the stock market does better when the President of the United States is a Republican or Democrat? Read more…

Every crisis has one thing in common: it eventually ends. Read more…

Meet Penelope the cow. NPR’s Planet Money asked the internet how much Penelope weighed and got 17,205 responses. The average of all the responses was 1,287 pounds and the actual weight was 1,355 pounds. The average was off by only five percent. This experiment, which was originally conducted in Read more…

I wrote an article at the beginning of the summer titled Volatility is Not the Enemy. I remember thinking it would be the perfect article for whenever the market had a correction. Since it had been nearly four years since the last correction, I figured it should be published and referred back to Read more…

Estate planning is a little different for everyone. While you are alive, the estate planning process allows you to manage and preserve your assets. At death, your estate plan allows you to conserve and control their distribution after your death according to your goals and objectives. Read more…