Get Started

How to Evaluate Your Financial Advisor

Financial Planning | In the News | Blog Home | Videos

 Plancorp team By: Plancorp team

Most people don’t know how to properly evaluate financial advice and overly rely on investment performance as the sole measurement of success. In this podcast with The Wall Street Journal, Plancorp’s Peter Lazaroff discusses how investors can use a portfolio-based benchmark and goals-based benchmark to measure their progress in a meaningful way.

For more of Peter’s insights, sign up for his monthly e-newsletter.

This article originally appeared on WSJ.com.

Related Posts

Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.