The Long Term Investor

Most financial mistakes happen because people don't see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay informed. Get it now . -----  In this episode, Nick Maggiulli, author of the acclaimed finance blog Of Dollars and Data, joins me to unpack his groundbreaking new book, The Wealth Ladder. We dive into fresh insights on how your financial strategy shou...

Sign up here to receive Peter's quarterly market webinar. -----  In this episode, we explore one of 2025's most surprising financial trends: the significant decline of the U.S. dollar and the remarkable outperformance of international equities. Join host Peter Lazaroff as he breaks down exactly why the dollar weakened, how currency fluctuations directly impact your investment returns, and what thi...

Access my  recorded quarterly webinar by signing up for my newsletter . Get an inside look at what's shaping my thinking, plus see what I've been reading about investing and financial planning. -----  In this midyear update, Peter reviews the key trends shaping markets, politics, and the global economy in 2025. He covers market volatility sparked by tariff announcements, explains why international...

Help vote on book cover concepts, sign up now: https://Theperfectportfoliobook.com   -----  What can the past teach us about today's ever-changing, volatile market?   In this episode, Peter shares five timeless investing lessons drawn from market history—insights that are just as relevant today as ever. Adapted from a chapter in his upcoming book, The Perfect Portfolio, these lessons offer a clear...

Get updates for my new book: https://Theperfectportfoliobook.com   In this engaging episode, Barry Ritholtz—author of the influential Big Picture blog, host of the renowned Masters in Business podcast, and author of the new book How Not to Invest—shares invaluable insights into making smarter investment decisions. Barry challenges common financial myths, explores why we're drawn to faulty financia...

Get updates for my new book: https://Theperfectportfoliobook.com   -----  Is there such a thing as a perfect portfolio?    In this short solo episode, Peter Lazaroff shares exciting news—his next book, The Perfect Portfolio, is coming in late 2026. Peter offers a behind-the-scenes look at what inspired the book, how it builds on timeless investing lessons, and why it's designed to help you build a...

Sign up for exclusive updates, offers, and bonus chapters of my new book: The Perfect Portfolio.   -----  CNBC's Senior Markets Correspondent Bob Pisani has spent over 25 years reporting from the New York Stock Exchange floor. In this episode, Bob shares vivid stories from the heart of Wall Street, key lessons learned from decades of covering financial markets, and timeless advice for long-term in...

Sign up for exclusive updates, offers, and bonus chapters of my new book: The Perfect Portfolio.   -----  Welcome to the world of TACO investing—where "Trump Always Chickens Out"—a phrase capturing the volatile cycle of aggressive policy threats followed by sudden reversals. In this episode, we'll use the TACO phenomenon as a lens to explore how investors can better understand and navigate short-t...

Sign up for updates and exclusive offers related to Peter's new book, The Perfect Portfolio, by visiting https://theperfectportfoliobook.com -----  Recorded in front of an audience at the CFA Institute's global conference (CFA Live), I'm joined by behavioral finance expert Brian Portnoy to dive deep into Behavioral Finance 2.0. This conversation goes well beyond the basic definitions of Behavioral...

Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter . -----  Approaching retirement when markets are turbulent can make even seasoned investors anxious. In this episode, you'll learn practical strategies for navigating uncertainty, ensuring your retirement stays on tra...

Big financial decisions ahead? Whether it's retirement, a career change, or navigating complex investments, get expert guidance in a quick, no-pressure call. Schedule yours now . -----  In this episode, Mark Higgins, author of Investing in U.S. Financial History, reveals how understanding historical market crashes and human behavior can provide investors a powerful advantage. Discover why financia...

Where is your money really going? Most people are surprised when they track it. Use my Cash Flow worksheet to see exactly where your money is going—and how to make it work for you. Download it now . -----  Which approach is better: income-focused or total return investing? Many investors believe they should live off the income their portfolio generates—and never touch the principal. It feels respo...

Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter . -----  Private equity and private credit are booming—but should they have a place in your portfolio? Vanguard's Fran Kinniry joins Peter Lazaroff to break down the real opportunities, the hidden risks, and the essen...

Where is your money really going? Most people are surprised when they track it. Use my Cash Flow worksheet to see exactly where your money is going—and how to make it work for you. Download it now . ----- When markets drop, many investors wonder if it's time to take action—and "buying the dip" sounds like a smart move. But is it really? In this episode, I break down when buying the dip makes sense...

Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter . -----  Retirement planning isn't just about numbers—it's about lifestyle, relationships, and finding purpose. In this episode, I sit down with Christine Benz, Morningstar's Director of Personal Finance and the autho...

If you want to see what you may be overlooking, I've created a simple tool to help. In just 15 questions, my Financial Assessment will highlight key opportunities and gaps in your plan. You can take it now at www.smartmoneyquiz.com .  -----  Want stock market returns without the risk? Options-based strategies promise just that—but do they deliver? In this episode, Peter breaks down how these produ...

Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment .  -----  Markets are unpredictable in the short term, but history tells us that the long-term trend is clear.    Sam Ro, author of the TKer newsletter, joins me at the New York Stock Exchange to discuss the key principles that investors should keep in min...

Markets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call today . -----   With the S&P 500 reaching correction territory and economic data signaling a slowdown, it's fair to ask: should investors be worried about a recession in 2025?   Listen now and learn: ► What's really driving recent market volatility ► The difference...

Markets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call with me today . -----  Risk is one of the most misunderstood concepts in finance, yet mastering it is crucial for long-term success. Economist, Bloomberg Opinion columnist, and author Allison Schrager joins me to break down what investors consistently get wrong abou...

Big financial decisions ahead? Whether it's retirement, taxes, or investments, my 15-question Financial Assessment will help you assess where you stand and what to do next. -----  Gold prices are surging, hitting near-record highs. But is gold a smart investment, or just another speculative bet? This episode breaks down the forces driving gold's rally and whether it deserves a place in your portfo...

Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment .  -----  David Booth, founder of Dimensional Fund Advisors, joins me to discuss how academic research transformed investing by challenging Wall Street's stock-picking culture. We explore why markets function as an information-processing machine, how the e...

Most financial mistakes happen because people don't see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay informed. Get it now . -----  Checking your portfolio too often might be the biggest mistake you don't realize you're making. Research shows that the more frequently investors monitor their portfolios, the more likely they are to see losses—leading to...

Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter . -----  What's ahead for markets in 2025? In this episode, I'm joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to break down key economic and market trends shaping the year ahead. ...

You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter . -----  Why do so many investors underperform the market? Legendary investor and author Charley Ellis explains why investing has become a "loser's game" and what smart investors do instead.   Listen now an...

Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment .  -----  The U.S. stock market has been on an incredible run for over a decade, leaving many investors wondering: Why bother diversifying when the S&P 500 keeps winning?   But history tells us that no market outperforms forever. In this episode, Peter Laz...