Index Fund An index fund is a mutual fund whose portfolio seeks to replicate the performance of some financial benchmark either by owning a representative sample of the stocks contained in that benchmark or by owning all of them. An index is passively managed which means, unlike actively managed Read more…
Interest Rate Implications for Home Buyers, Sellers
The Federal Reserve's announcement of a rate increase last Wednesday has big implications for prospective home buyers and sellers, but experts have four words for anyone who's feeling that they need to act immediately: Don't do anything rash! Read more…
Give Back and Earn Income with a Strategic Financial Plan
With the end of the year and holiday season approaching, there is no better time to consider some end-of-year planning. Read more…
After a Daughter’s Death, Making a Plan for Unused College Savings
Plancorp’s Steven A. Frank was recently featured in a Wall Street Journal story discussing the complexities of 529 plans and how they can be utilized in special situations. For instance, after a long illness, a couple’s teenage daughter died after her senior year in high school. The couple needed Read more…
Volatility as the New Normal
If, as many investment experts are saying today, volatility is the new normal in equity markets, it makes even more sense than ever to structure a portfolio that can help isolate you to some extent from these major market swings. Read more…
What Is a Registered Investment Advisor?
Stock Broker Read more…
January 26, 2015
Avoid Hidden Investment Costs
We never cease to be amazed at what little time is spent by the typical investor trying to get a handle on what his or her investing costs are. It’s amazing because, aside from the fact that costs can have a major impact on portfolio returns, they are still the only thing that we, as investors, Read more…
