I, and subsequently Plancorp, was the founding member of The Global Association of Independent Advisors (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…
What is the Global Association of Independent Advisors™ (GAIA)
I, and subsequently Plancorp, was the founding member of The Global Association of Independent Advisors™ (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…
Chris Kerckhoff Named a Forbes "Best-in-State Wealth Advisor" 2019
I was recently named to one of the 2019 Forbes Best-In-State Advisors. You can view the list in its entirety here. Read more…
Happy Birthday, 401(k)
Someone just turned the big 4-0. As the director of our Retirement Plan Advisor team, I can’t help but take the time to recognize the 401(k)’s birthday as cause for celebration. After all, this type of account brings tax-advantaged retirement savings to more than 50 million Americans1. A 401(k) Read more…
Yahoo Finance: Peter Lazaroff Weighs in on 'Markets See Record Expansion'
I had the opportunity to talk with Yahoo! Finance about my market outlook for 2019, as well as why losses are a normal part of a healthy, functioning market. Read more…
CNBC: Peter Lazaroff on 'Earnings Recession More Likely Than Economic Recession in 2019'
I stopped by the CNBC studios this week to discuss U.S.-China trade talks—and strategies for investing in this market. Read more…
What's Your Relationship Status with Money?
Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day? Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and Read more…
We Opened a New Office in San Jose
On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, Read more…
In the Race to Zero Fees, Transparency Loses
The financial services industry is no stranger to competition, and you’ve likely heard of its latest game: the race to zero fees. On the surface, providing services at no cost sounds like another leap forward in disrupting outdated business models, but it’s not that simple. All too often, no cost Read more…
