Eric Petroff

Eric Petroff is the director of research of Wurts & Associates, an institutional consulting firm advising nearly $40 billion in client assets. Before joining Wurts & Associates, Petroff spent eight years at Hammond Associates in St. Louis, another institutional consulting firm, where he was a senior consultant and shareholder. Prior to Hammond Associates, he spent five years in the brokerage industry advising retail clientele and even served as an equity and options trader for three of those years. He speaks often at conferences and has published dozens of articles for Investopedia.com and the New Zealand Investor Magazine. Additionally, Petroff serves as a subject matter expert for Becker Professional Review in its efforts to develop study materials for CFA exam candidates, and has taught CFA review courses as well. Petroff has been a CFA charterholder since 2000, has an MBA with an emphasis in finance from Webster University, and a bachelor's degrees in economics and Russian from DePauw University. He also served as president of the St. Louis CFA Society and chairman of its Education Committee.

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  1. LTC Annuities: 2 Safety Nets In 1
    Home & Auto

    LTC Annuities: 2 Safety Nets In 1

    Pairing insurance and an annuity sounds good, but do you really need this much coverage?
  2. The Rise And Fall Of The Shadow Banking System
    Personal Finance

    The Rise And Fall Of The Shadow Banking System

    We look at the evolution, failure and fallout from the shadow banking system.
  3. Introduction To Treasury Inflation-Protected Securities ...
    Bonds & Fixed Income

    Introduction To Treasury Inflation-Protected Securities ...

    If you want to protect your portfolio from inflation, all you need are a few TIPS.
  4. Retirement Living: Renting Vs. Home Ownership
    Retirement

    Retirement Living: Renting Vs. Home Ownership

    Here are three simple questions you should consider when weighing this decision.
  5. Tactical Tips For Bond Investors
    Bonds & Fixed Income

    Tactical Tips For Bond Investors

    Profit from long-term market trends by buying bonds when other investors shy away.
  6. Hedge Fund Failures Illuminate Leverage Pitfalls
    Options & Futures

    Hedge Fund Failures Illuminate Leverage Pitfalls

    Learn what mistakes cause hedge funds to collapse and how to avoid similar problems.
  7. Do You Belong In Retail?
    Professionals

    Do You Belong In Retail?

    Making a career in retail is one of the most challenging tasks in the investment industry. Find out if it's for you.
  8. Callable Bonds: Leading A Double Life
    Options & Futures

    Callable Bonds: Leading A Double Life

    Find out more about these dangerous and exciting cousins to regular bonds.
  9. How To Pump Up Your Portfolio With ETFs
    Mutual Funds & ETFs

    How To Pump Up Your Portfolio With ETFs

    These funds trade like stocks, provide diversification, reduce risk and increase returns.
  10. Change The World One Investment At A Time
    Mutual Funds & ETFs

    Change The World One Investment At A Time

    Socially responsible investing allows you to express your political views in an unlikely way.
  11. Lower Your Fees With Mutual Fund Breakpoints
    Mutual Funds & ETFs

    Lower Your Fees With Mutual Fund Breakpoints

    The lower the sales charge you pay, the greater your returns. Find out how to cash in.
  12. How To Create A Laddered CD Portfolio
    Insurance

    How To Create A Laddered CD Portfolio

    Laddered certificates of deposit offer safe capital and predictable cash flow, while bringing simplicity to your portfolio.
  13. Tips For Recession-Proofing Your Portfolio
    Bonds & Fixed Income

    Tips For Recession-Proofing Your Portfolio

    Find out what to do when the sun sets on a burgeoning market.
  14. The Fed's New Tools For Manipulating The Economy
    Bonds & Fixed Income

    The Fed's New Tools For Manipulating The Economy

    The economy can be volatile when left to its own devices. Find out how the Fed smoothes things out.
  15. All-Inclusive Vacation Keeps Travelers On Budget
    Budgeting

    All-Inclusive Vacation Keeps Travelers On Budget

    Vacationers are faced with a major financial risk: spending too much money. Find out how to avoid it.
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