Blog

At Plancorp, we don’t wait for you to ask the right questions.
We take the initiative to offer insights and guidance — real enlightenment for real life.

3 Times You Shouldn’t Roll over Your 401(k)

Is a 401(k) rollover always your best option? While it’s a popular move, that doesn’t mean it automatically makes sense for everyone. Read more…

Transitioning Your Business? Consider These Questions First

Selling your business comes with a number of financial, legal and emotional issues—so it’s important to have a support system to keep you emotionally sound and on track with your overall goal. Read more…

Why We’re CEFEX-Certified Fiduciaries

The term “fiduciary” gets thrown around a lot, especially in light of the DOL’s recent ruling. Here’s what it means, why it matters and how Plancorp has embraced this responsibility since our founding. Read more…

The Plancorp Difference

As one of the country’s first fee-only financial planning firms, Plancorp has been an innovator from the start. Here’s what our planning-first approach, team-based service model and commitment to advocacy mean for you. Read more…

How to Use Your Imagination to Make Better Financial Decisions

Figuring out where you want to go starts with dreaming in great detail about your future. By taking the time to “get to know” your future self, you’re empowered to make better financial decisions today. Read more…

Women in Charge: How Education Empowers Us

Women's Initiative guest blogger Susie Mathias reflects on the life-changing effects of education, having witnessed many first-hand. Read more…

Why Market Prediction Is Harder than You Think

If you are nervous about the market, you are better off reviewing the underlying assumptions in your financial plan than making changes to your portfolio. That way you spend less time predicting and more focused on things you can control. Read more…

Plancorp Celebrates 10 Years of CEFEX Certification

As one of the first firms in the nation—and the first in our state—to become certified by the Centre for Fiduciary Excellence (CEFEX), we were honored to receive a 10-year recognition of our certification at Fi360's annual conference in Nashville in May. Read more…

Q2 Newsletter: Celebrating 10 Years as a CEFEX-Certified Fiduciary

Each quarter, Plancorp develops a newsletter to keep our clients apprised of everything from market activity to Plancorp happenings. Click to view the Q2 edition, and feel free to share with family, friends or colleagues. Read more…

How to Build the Right Portfolio Benchmarks

Using a portfolio-based benchmark will allow you to better understand your investments, while a goals-based benchmark will help you measure your progress to the goals that really matter. Read more…