Author: Peter Lazaroff

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…

For more than three decades we’ve experienced an incredible bull market in bonds. The probability of bond returns matching those previous three decades is extremely low, but bonds will remain an important piece of a well-diversified portfolio, even if bond returns are lower or even negative. Read more…

Below is a timeline of the major headlines in 2016 along with the price movement of the S&P 500. Some of the biggest events included a bear market in global stocks, Great Britain leaving the European Union, Donald Trump winning a poorly predicted US Presidential election and the second interest 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: Associated Press, Vincent Yu 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…

Many investors lack a strong understanding of bond portfolio basics. As a result, there are some misconceptions about the use of individual bonds versus bond funds. Many individual bondholders believe the implications of interest rate fluctuations don’t impact them because they will receive their Read more…

Today the Department of Labor released new rules regarding retirement savings advice. We will post a more detailed analysis in the future, but today I want to explore the different standards in place and provide an initial reaction to the new rules. Read more…