A Different Conversation About Investing
At Plancorp, we've long believed that successful investing isn't about predicting markets, chasing performance, or finding the next great opportunity. It's about creating a thoughtful plan, staying disciplined, managing emotions, and keeping your portfolio aligned with your goals through every stage of life. Those same ideas form the foundation of The Perfect Portfolio.
As Peter often says, investing success comes from process, not prediction.
Why We Believe Every Investor Should Read This Book
Whether you're a long-time client, someone exploring a relationship with Plancorp, or simply an investor looking to make better financial decisions, the lessons in this book are designed to help you:
- Understand what actually drives long-term investment success
- Avoid common behavioral mistakes that can derail financial plans
- Build a portfolio aligned with your goals, timeline, and risk tolerance
- Make sense of market volatility without reacting emotionally
- Develop a framework for making better investment decisions over time
- Focus on what matters most while tuning out the noise that dominates financial headlines
The central message is simple: The perfect portfolio isn't the one with the highest return. It's the one you can stick with.
Recognition From Industry Leaders
The book has already earned praise from some of the most respected voices in the investment industry.
Ben Carlson, author of Risk and Reward, describes it as: "Simple solutions you can actually use."
David Booth, Founder & Chairman of Dimensional Fund Advisors says: "Peter Lazaroff provides a persuasive argument for tailoring a strategy to your specific needs."
More Than a Book
For many readers, The Perfect Portfolio will be an introduction to Peter's work.
Others may already know him through The Long-Term Investor, the podcast where Peter breaks down complex investing and financial planning topics into practical lessons investors can actually use. The podcast now includes hundreds of episodes covering investing, retirement planning, behavioral finance, tax planning, market volatility, and many of the same ideas explored throughout the book.
If you're looking for a place to continue learning after finishing the book, the podcast is a natural next step.
Purchase Your Copy
📘 Order The Perfect Portfolio
Learn more about the book and order your copy or audiobook:
The Perfect Portfolio by Peter Lazaroff
Continue Learning
🎧 Subscribe to The Long-Term Investor
Listen to weekly conversations and practical lessons on investing, financial planning, and wealth building:
The Long-Term Investor Podcast
Disclosure: This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial planning advice, or as a recommendation to buy or sell any security. All investments involve risk, including possible loss of principal. References to historical performance, investment strategies, asset classes, financial planning concepts, or private investments are for illustrative purposes only and are not indicative of future results. Financial planning projections, advisor value discussions, and related examples are based on assumptions and do not guarantee future outcomes or the achievement of financial goals. Advisory services and investment strategies cannot guarantee profit or protect against loss. Endorsements and testimonials presented herein were provided by third parties regarding the book and author. Such endorsements are not representative of the experience of any client of Plancorp. No compensation was provided for these endorsements unless otherwise disclosed.
