Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern? Read more…

When it comes to picking a health insurance plan, the options can seem confusing. For years, I avoided my company’s high-deductible health insurance plan with a health savings account (HSA) because it felt scarier than simply paying the monthly premiums and predictable co-pays of a PPO plan. Read more…

Every year, Investopedia honors 100 financial advisors who are influencing the financial industry.  We are excited to announce that Peter Lazaroff has been named one of Investopedia's Top Advisors of 2019 for the second year in a row.  Read more…

For many of us summer brings a nostalgia of memories from years past and a longing to create new memories of summer with loved ones.  In case you’ve been busy all year or just haven’t paid attention to the headlines, here are some of the most surprising events from the year compared to their Read more…

As a current student, I can tell you with certainty that college is a weird time. Eighteen-year-olds are thrown into a tiny room in a miniature city with electric scooters instead of cars and party mansions instead of houses. Combine the already jarring lifestyle change with the ever-looming fear Read more…

“How much money do you make?”  If that question makes you uncomfortable, you are like most Americans who believe money is a taboo subject, much like politics and religion. However, the Millennial generation may be changing this ideal.  Read more…

Asset allocation is the most important decision a long-term investor makes, and it’s one of the few things in the world of investing that is fully within your control. A famous paper published 1986 determined that asset allocation explains 93.6% of variation in portfolio returns. More recent Read more…

Time mixed with the power of compounding is the most potent combination for wealth creation. Read more…

Five years ago when my wife and I were expecting our first child, I was quick to get term life insurance policies in place. It wasn’t until last month, however, that I protected my human capital from disability. Read more…

Remember in high school when you had to read The Odyssey? Read more…