Author: Julie Willbrand

Q1 2018 Newsletter: Chris Kerckhoff Named a Forbes "Best-In-State Wealth Advisor"

Each quarter, Plancorp publishes a newsletter to keep our clients apprised of everything from market activity to Plancorp happenings. Click to view the Q1 edition, and feel free to share with family, friends or colleagues. Read more…

The Trouble with Being an Optimist

People tend to tell me I’m a positive person, even if I don’t always feel like I am. Whether you consider yourself an optimist or not, chances are you blindly trust that at least some figures in your life—perhaps your attorney, CPA, pastor or financial advisor—are inherently “good.” After all, it’s Read more…

Plancorp Celebrates 10 Years of CEFEX Certification

Young or old, student or professional, head of household or single, there is one constraint we all have in common: time. Read more…

Plancorp Celebrates 10 Years of CEFEX Certification

Above: (L-R) Joe Patane, Kyle Attarian, Jeff Buckner, Susan Conrad and Carlos Panksep (CEFEX) accept Plancorp's 10-year recognition. When it comes to Plancorp's fiduciary commitment, Jeff Buckner puts it this way: "We were acting as fiduciaries before we knew what it legally meant.” Jeff, our Read more…

Q2 Newsletter: Celebrating 10 Years as a CEFEX-Certified Fiduciary

Each quarter, Plancorp develops a newsletter to keep our clients apprised of everything from market activity to Plancorp happenings. Click to view the Q2 edition, and feel free to share with family, friends or colleagues. Read more…

Dr. Bob Tucker Receives Spirit of Maryville "Dean's Award"

  Read more…

Q1 2017 Newsletter: Rising Interest Rates, Women's Initiative, Awards Update and More

Each quarter, Plancorp develops a newsletter to keep our clients apprised of everything from market activity to Plancorp happenings. Click to view the Q1 edition, and feel free to share with family, friends or colleagues. Read more…

Plancorp’s Larry Guess Recognized as a “Top St. Louisan to Know”

Larry Guess was recognized at Small Business Monthly's “Top 100 Luncheon" April 19 at the St. Charles Convention Center. Small Business Monthly named Larry Guess, Director of Plancorp’s Exit Strategy Planning division, to its list of “Top 100 St. Louisans You Should Know.” Click here to view the Read more…

Plancorp Named to Financial Planning Magazine’s “Top 150 RIA Leaders in 2017” List

Plancorp is pleased to announce that Financial Planning Magazine has included us in its list of Top 150 RIA Leaders in 2017. We added nearly 800 accounts in 2016—a year when more than a third of the country’s largest RIA firms lost assets. Read more…

Q4 Newsletter: DOW 20K, Market Update and More

Each quarter, Plancorp develops a newsletter to keep our clients apprised of everything from market activity to Plancorp happenings. Click to view the Q4 edition, and feel free to share with family, friends or colleagues. Read more…

1

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.