China’s stock market has fallen over 30% in the past few weeks and wiped out roughly $3.5 trillion in wealth – or about 33% of China’s GDP. Our direct equity exposure to China is roughly 1.5%, so we don’t see reason for panic at this time. In fact, any related volatility could be good for long-term Read more…
5 Things to Know About Greece's Financial Situation
Stock volatility has picked up this week in response to the breakdown in Greek debt negotiations over the weekend. Because the situation is fluid, any written commentary in this environment can become outdated as quickly as it is published. Read more…
The Impact of Rising Rates on Your Bond Portfolio
Rising interest rates have been a concern among bond investors for many years. The Federal Reserve is signaling that they remain on track to raise interest rates in 2015, which means that the wait may be finally over. While the Fed may raise short-term interest rates in 2015, longer-term rates are Read more…
Forbes Reaches out to Peter Lazaroff About Mutual Fund Advice
Forbes reached out to an array of investment advisers, including myself, to share their most beloved mutual funds. Read more…
Modern 401k Plans Explained
I recently contributed to a FiduciaryNews.com story examining how today’s 401k plans may be unrecognizable to the first ones created in the early 1980s. Five dramatic differences between modern 401k plans and their distant Reagan-era cousins: Read more…
Volatility as the New Normal
If, as many investment experts are saying today, volatility is the new normal in equity markets, it makes even more sense than ever to structure a portfolio that can help isolate you to some extent from these major market swings. Read more…
Volatility Is Not the Enemy
A few months ago we discussed keeping return expectations in check as higher valuations increase the probability of lower returns. We have no idea what the future holds and whether lower stock returns will come to fruition, but we do expect stocks to provide you with the best chance of outpacing Read more…
Risk Tolerance
Today we continue a discussion that began with defining risk and then focused on measuring the risk/return tradeoff. To briefly summarize those articles, we learned: Read more…
Do It Yourself or Hire an Advisor?
A common dilemma that everyone faces at one time or another is the choice of whether to manager your investments alone or hire the help of a professional. As an investment professional myself, I am biased towards seeking out help, but I’d like to share a story to help frame this decision. Read more…
Measuring the Risk and Return Tradeoff
In an earlier post, we started the process of defining risk by introducing three key ideas: Read more…
