Author: Plancorp team

Timely Topic: What You Should Know About a Donor Advised Fund

As end-of-year tax planning draws to a close, there is still a small window of time to set up a Donor Advised Fund if you wish to make charitable donations in the next few years and take advantage of the tax benefit from charitable giving. Read more…

Growing List of Industry Awards for Plancorp in 2020

Plancorp Continues to Earn Industry Awards The year 2020 will likely go down as one of the most challenging and unusual years in modern history. The COVID-19 pandemic has impacted individuals, businesses and markets in one way or another — making the work we do for our clients more important than Read more…

Financial Advisor: Plancorp Ranked in the Top 100 out of 715 firms in FA’s 2020 Annual RIA Ranking

Plancorp is pleased to announce it has been ranked #81 in FA’s 2020 Annual RIA Ranking. This year’s list ranked 715 firms across the country. Read more…

RIA Channel: Plancorp Named in Top 100 Wealth Managers 2020

Plancorp is pleased to announce it has been named to the 2020 RIA Channel Top 100 Wealth Managers List. This year’s Top 100 ranking showcases wealth management firms based on size, growth and quality. Read more…

Financial Times: Plancorp Named Top Financial Advisers 2020

Plancorp is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.  Read more…

Former President of Cass Commercial Bank Joins Plancorp

We are excited to welcome Robert Mathias to the Plancorp team. He is serving as Business Development Manager.  Read more…

Small Business Monthly: Plancorp Named Best in Value 2019

Plancorp was voted one of "2019 Best in Value" firms featured by Small Business Monthly. We are thankful to be able to do what we do for our clients everyday and it is an honor to be recognized.  Read more…

Jessie Weiss Honored with Award by Visitation Academy

Jessie Weiss is a Senior Wealth Manager and member of our InspireHer team. She was recently honored with the St. Jane de Chantal Distinguished Alumna Award by the Visitation Academy for her loyalty, service and community involvement. Read more…

Peter Lazaroff is one of Investopedia's Top Advisors of 2019

Every year, Investopedia honors 100 financial advisors who are influencing the financial industry.  We are excited to announce that Peter Lazaroff has been named one of Investopedia's Top Advisors of 2019 for the second year in a row.  Read more…

4 Money Lessons for College Students

As a current student, I can tell you with certainty that college is a weird time. Eighteen-year-olds are thrown into a tiny room in a miniature city with electric scooters instead of cars and party mansions instead of houses. Combine the already jarring lifestyle change with the ever-looming fear Read more…

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