A full replay of the segment can be viewed above. Links to related articles on some ideas I referenced in the interview are listed below.
Plancorp is thrilled to be included in Financial Planning’s annual RIA Leaders issue as #47 on their Top 150 Fee-Only RIAs (Registered Investment Advisor) List. Our continued placement on this list.
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We are very proud to announce two major awards for the Plancorp team.
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Daniel Lee, Senior Wealth Manager out of our Silicon Valley office recently contributed to an article on NerdWallet on why savings rates are so low and what to do about it. A excerpt can be found.
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Peter Lazaroff, Chief Investment Officer, first took an interest in investing when his grandmother gave him a single share of Nike stock for his 13th birthday. Today, nearly 20 years later, his investment insights are highly sought after by local and national media. More »
