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.

Current Market Trends with Plancorp CEO and CIO | Client Q&A

On May 18, 2022, Plancorp CEO, Chris Kerckhoff, sat down with Chief Investment Officer, Peter Lazaroff, for a client Q&A regarding recent market trends. We compiled a transcript of that conversation for those who could not attend. Read more…

The Risks of a Single Stock Concentration

Say the word “investing” and a lot of people automatically think of buying individual stocks. Even though the stock market isn’t the biggest financial market out there—that would be the bond market—it’s the one that gets the most attention. As a result, people tend to gravitate toward stock Read more…

Plancorp Client Updates Regarding The TD Ameritrade Acquisition

Announced in 2020, TD Ameritrade Institutional was acquired into Schwab Advisor Services (Schwab), kicking off a multi-year integration process. Much of the integration work will not impact end-users directly, but we have created this page to house the latest information and any actions our clients Read more…

Bear Market Commentary

The S&P 500 is flirting with bear market territory (defined as a 20% decline from the high) as investors grapple with several variables including multi-decade high inflation, aggressive monetary policy tightening, and persistent global supply chain issues. Whether we are heading towards an official Read more…

8 Ways Women Can Invest in Themselves as Leaders

The working world is going through a revolution due to the global pandemic; professional women have had to navigate age-old issues in new ways. Women made up 47% of the workforce before the pandemic rocked our world, yet accounted for 54% of the initial job losses due to coronavirus shutdowns, Read more…

Video Series - Mistakes Business Owners Make And How to Avoid Them

Starting a business can be overwhelming. Part of ensuring that you're poised for success is having a Certified Financial Planner at your side to make sure you've covered every aspect and protected yourself and your business to the fullest extent. Having the right financial advisor by your side Read more…

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