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.

What Tax Reform Means for Parents

Elizabeth Beauboeuf weighs in on tax strategies to pay for private high school—or even kindergarten through eighth grade—in light of new tax laws. Read more…

Why I’m Thrilled to Open Plancorp’s Doors in Nashville

Read how Kyle Attarian used a major life change as an opportunity to bring Plancorp to his home state. Read more…

U.S. News & Report: Jessie Weiss on Older Investors Learning from Millennials

Jessie Weiss explains how older and younger investors differ in their paths to retirement and how they can learn to take steps towards their own wealth goals. Read more…

Full Hearts Don’t Mean Empty Wallets

Despite the sleepless nights, constant diaper changes and expenses, having children is one of life's greatest joys. New mom Sara Gelsheimer shares her tips for saving money (and sanity) here. Read more…

In 2018, Pay Yourself First

Generally, New Years resolutions are related to physical health. While these can be honorable goals, I’d challenge you to consider a different aspect of your health in 2018—your financial wellness—by committing to pay yourself first. Read more…

CNBC: Peter Lazaroff on Books to Help You Become Wealthier in 2018

Peter Lazaroff's brief on “The Elements of Investing: Easy Lessons for Every Investor” was included in a CNBC piece that highlights books investors can use as resources to better understand their savings habits. Read more…

How to Read More Books Next Year (and My Favorites from 2017)

Can habits be more effective than goals? Peter Lazaroff has managed to read far more books in the last 12 months thanks to a simple switch. In this article, he shares that method as well as his favorite reads of the year. Read more…

Year-End Tax Tips, in Light of Tax Reform

While there is still some uncertainty around tax reform, there are a number of actions you can take now to save tax dollars before the end of the year. Read more…

U.S. News & World Report: The Importance of Disciplined Investing

High advisor fees can erode earnings over time, making it imperative that clients understand how much they're paying for advisors' work. Kyle is quoted alongside industry executives Chequers Financial Management and Presley Wealth Management. Read more…

What’s the Deal with Bitcoin?

Peter Lazaroff, Plancorp’s Co-Chief Investment Officer, joined FOX 2 News to explain the basics of bitcoin‚ as well as considerations for investors in light of its underlying technology. Read more…

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