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. Mutual Funds

    Mitigate Your Equity Risk

    Learn whether holding a few different stocks is enough to mitigate equity risk.
  2. Bonds / Fixed Income

    The Fed's Tools for Influencing the Economy

    The economy can be volatile when left to its own devices. Find out how the Fed smoothes things out with their economic crisis-fighting ...
  3. Retirement Living

    Burdening Your Retirement With a Mortgage

    Carrying a mortgage into retirement can have benefits if done correctly, but is it worth the risk?
  4. Bonds / Fixed Income

    Introduction to Treasury Inflation-Protected Securities (TIPS)

    Learn how U.S. Treasury Inflation Protected Securities (TIPS) can be easy and highly beneficial to your portfolio. They are ...
  5. Managing Wealth

    How To Create A Laddered CD Portfolio

    Laddered certificates of deposit offer safe capital and predictable cash flow, while bringing simplicity to your portfolio. ...
  6. Bonds / Fixed Income

    Callable Bonds: Leading a Double Life

    Learn the difference between a normal bond and a callable bond. Discover five things you must know before investing and why ...
  7. Retirement Living

    Retirement Living: Renting vs. Home Ownership

    There are many things to consider when deciding whether to own a home or rent after you retire. Read the risk and things ...
  8. Mutual Funds

    Lower Your Fees With Mutual Fund Breakpoints

    The lower the sales charge you pay, the greater your returns. Find out how to cash in. Use breakpoints.
  9. Asset Allocation

    Investment Portfolio Strategy in Recession

    Do you know what to do when recession hits? Learn these recession-proof strategies that help your portfolio to endure the ...
  10. FA Relevant

    How To Pump Up Your Portfolio With ETFs

    These funds trade like stocks, provide diversification, reduce risk and increase returns.
  11. Retirement Savings

    LTC Annuities: 2 Safety Nets In 1

    Pairing insurance and an annuity sounds good, but do you really need this much coverage?
  12. Insurance

    The Rise And Fall Of The Shadow Banking System

    We look at the evolution, failure and fallout from the shadow banking system.
  13. Bonds / Fixed Income

    Tactical Tips For Bond Investors

    Profit from long-term market trends by buying bonds when other investors shy away.
  14. Financial Analysis

    Hedge Fund Failures Illuminate Leverage Pitfalls

    Learn what mistakes cause hedge funds to collapse and how to avoid similar problems.
  15. Credit, Loans & Mortgages

    Rate Freeze To Cool Mortgage Meltdown

    The U.S. government is offering help to subprime borrowers. Is this a cure or a curse?
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