Tag: Videos

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…

Benefits of Having a CEFEX-Certified Advisor

CEFEX certification can be a rigorous process for an advisory firm, but Plancorp continues to do it with you—the investor—in mind. In this video, Carlos Panksep, Managing Director of the Centre for Fiduciary Excellence (CEFEX), addresses how individuals benefit from having a CEFEX-certified advisor. Read more…

What Does It Mean to Be CEFEX Certified?

Ever wonder what actually goes into becoming "CEFEX-certified"? It's more of a rigorous process than you might think. Carlos Panksep, Managing Director of the Centre for Fiduciary Excellence (CEFEX), addresses how you as an individual investor benefit from having a CEFEX-certified advisor. Read more…

Warning: IRS Scammers Are at It Again

The IRS is no stranger to scamming attempts. Unfortunately, scammers now have a new trick up their sleeves: targeting your email inbox. The good news is, if you remain alert, you can avoid falling for scammers' tricks. Here's what you need to know. Read more…