The 60/40 portfolio is dead! Articles with this headline hit the financial media circuit at least once a year. Read more…
Celebrating 40 Years of Service & Generations of Success at Plancorp
We set out on a mission to do two critical things while celebrating 40th years in business: share the philosophy and stories that have contributed to our success over decades and chart a course for where we expect to go in the coming years. 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 On the surface, providing services at no cost sounds like another leap forward in disrupting outdated business models, but it’s not that simple.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…
5 Reasons to Choose Goals-Based Financial Planning
In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you say you want to lose a certain number of pounds. When you go on vacation, you plan where to go. These statements seem elementary. Read more…
New President, Same Portfolio: Why the Election Shouldn’t Impact Your Investments
Few topics in America are as polarizing as politics. With the presidential election as the embodiment of political discord, it’s no wonder last night’s results have caused such a stir. Read more…
