Lazaroff On Plancorp’s Goals-Based Investment Approach

Peter Lazaroff, Co-Chief Investment Officer, Plancorp joined Julie Cooling, Founder & CEO, RIA Channel to discuss his perspective on the markets, how to manage client expectations, and key portfolio allocation considerations heading into 2023.

Peter is the Chief Investment Officer at Plancorp, an independent RIA with $6 billion in assets under management. He is also the host of The Long-Term Investor podcast and author of Making Money Simple. Peter has been named one of Investopedia’s Top 100 Financial Advisors in each of the last five years, ranking among the Top 10 in 2021 and 2022. You can learn more about him at

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