Author: Plancorp team

Plancorp Named to AdvisoryHQ Best Financial Advisors in St. Louis & Clayton

Plancorp is pleased to announce it has been named to the AdvisoryHQ 11 Best Financial Advisors in St. Louis & Clayton, MO 2021-2022 Ranking. Read more…

Plancorp Named to St. Louis' Largest Financial Asset Managers

Plancorp is pleased to announce it has been named to St. Louis' largest financial asset managers by St. Louis Business Journal. Read more…

Make the Most of Your New Hourly Role

The cruel irony of economic downturns is their tendency to disproportionately impact the populations least equipped to withstand them. The downturn caused by the ongoing Covid-19 pandemic is no different. Read more…

New Year Planning Tips and Resources

As we begin the new year, this is the time to review your financial plan and work towards a successful financial plan for 2021. In this video Peter Lazaroff, Chief Investment Officer and Daniel Lee, Senior Wealth Manager give their top financial planning tips. You will find a list of their tips as Read more…

How to Hack Your Health Savings Account to Capitalize on its Tax Advantages

It’s easy to ignore what we don’t understand – including something like an Health Savings Account. But plenty of professionals leave money on the table by not making the most of these tax-advantaged accounts. Read more…

Daniel Lee Speaks to NerdWallet on Why Savings Rates Rates Are so Low?

Daniel Lee, Senior Wealth Manager out of our Silicon Valley office recently contributed to an article on NerdWallet on why savings rates are so low and what to do about it. A excerpt can be found below, click the link below to read the article in it's entirety. Read more…

Compounded Annual Return vs. Average Annual Return

Compounded Annual Return Read more…

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…

Business Insider: Daniel Lee on what he tells high-income earners wanting to save for an early retirement

Daniel Lee, Senior Wealth Manager out of our Silicon Valley office is a financial advisor to high-income earners at Google, Salesforce, and Microsoft. Here's where he tells them to put their money to set themselves up for early retirement. Read more…