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.

Fiduciaries: Adding Value with Fewer Headaches

As the DOL ruling approaches implementation, the term “fiduciary” has become increasingly ubiquitous in normal conversation. But what exactly is a fiduciary, and how does it reflect the changing culture of financial planning and advisement? Read more…

How Simplicity Can Improve Your Investments

Investing is a zero sum game in which individual investors frequently end up on the losing side, but that doesn’t have to be the case. Read more…

3 Lessons from My Dad that Led Me to Plancorp

My dad is a 6’7” goofball who loves to empty the dishwasher at 5:00 a.m., blame things on the dog, and sing songs that he wrote the lyrics to. Despite his (questionable) quirks, he is the supportive, challenging, and strong father whose influence led me to my career at Plancorp. Read more…

New Wealth Management Grads: 6 Things to Know

For college graduates that are entering wealth management or thinking of doing so, here are a few things I’ve learned over the past 10 years that I didn’t know when I graduated college. Read more…

Don’t Predict. Plan.

People check their portfolios way too frequently, which increases their chances of seeing a loss. Losses aren’t necessarily a problem —but the emotions that losses invoke are. Read more…

Sara Gelsheimer Speaks at FA Magazine’s “Invest in Women” Conference

Financial Advisor Magazine invited Sara Gelsheimer, Wealth Manager and Founder of Plancorp's Women's Initiative, to share her insights at the 3rd Annual "Invest in Women" Conference. Read more…

State of the Industry: How Technology Is Transforming Financial Services

Both the digitization of financial services, as well as a more index-focused approach to investing, are happening faster than many people care to talk or think about. Yet, it’s an important truth for those of us in the industry to recognize if we want to keep up. Read more…

PR Newswire: “Plancorp Partners with Prumentum Group to Launch Hybrid-Robo Financial Planning Platform”

Plancorp is thrilled to announce our strategic partnership with Prumentum Group, with whom we plan to launch a direct-to-consumer hybrid-robo financial planning platform. Read more…

Monsanto Employees, Here’s What to Do with Your Bayer Merger Payout

As the Monsanto-Bayer merger quickly approaches, it’s critical that you look past day-to-day implications of the deal. We’ve worked with several Monsanto employees for many years, so we understand the changes you’re facing. Read more…

Credit Card Fraud? No Thank You.

Thieves and hackers are constantly looking for ways to acquire your information. Use these tips to protect yourself against fraudsters. Read more…