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Turning 18 is an important milestone for both parents and children. While much of the attention is focused on college plans, graduations, and new opportunities, it can also mark the beginning of a significant financial transition. Read more…

If you've recently had Restricted Stock Units (RSU) vest, you may have noticed that the number of shares appearing in your brokerage account doesn't always match the number of shares that vested. You may also be wondering why shares haven't appeared yet or whether they are available to sell. Read more…

This article compares prominent wealth management and financial advisory firms serving high-net-worth individuals in the St. Louis metropolitan area. It is intended to provide general, high-level information about several financial services firms with a presence in the St. Louis area, not to rank Read more…

For years, I assumed that making good financial decisions meant avoiding unnecessary purchases and staying focused on long-term goals. Read more…

With digital planning tools, online resources, and AI becoming increasingly accessible, many people feel more empowered than ever to DIY their financial planning. Those tools can provide useful information and help answer specific questions. As financial lives become more complex, however, many Read more…

Growth vs. Value: Which Investing Style Is Better for High-Net-Worth Investors? The Short Answer: Growth and value stocks take turns leading the market. But the real question is not which style will win next. A more planning-focused approach is building a diversified portfolio that reflects Read more…

My mother moved from France to the United States when she was 18, which meant visits with my French grandparents were relatively rare growing up. As an adult, I came to appreciate that those visits gave me something that had little to do with money and everything to do with understanding where I Read more…

The Principles Behind Plancorp's Investment Philosophy, Now Available in One Book For more than 40 years, Plancorp has helped clients navigate bull markets, bear markets, economic uncertainty, and life's biggest financial decisions. While markets, products, and headlines have changed dramatically Read more…

If you’ve accumulated significant wealth, your financial life may look very different today than it did when you first opened an investment account. Read more…

If you’re thinking about hiring a financial advisor, it’s natural to wonder what the relationship will cost and how the advisor gets paid. Those questions matter because an advisor’s compensation can affect both the services you receive and the potential conflicts you should understand. Read more…