Author: Plancorp Team

In 2015, Jane and Josephine had been together as a couple for ten years and, the U.S. Supreme Court just declared that same-sex couples have the fundamental right to marry. Like every couple, Jane and Josephine had a lot to consider before deciding to get married or not. The first thing that they Read more…

The COVID-19 pandemic is affecting virtually everyone in our society, and our hearts go out to all who have suffered first-hand or through friends and family. As a former practicing physician, I cannot help focusing on the plight of our healthcare workers – including nurses, aides, support staff, Read more…

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…

“How much money do you make?” If that question makes you uncomfortable, you are like most Americans who believe money is a taboo subject, much like politics and religion. However, the Millennial generation may be changing this ideal. Read more…

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple. A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition Read more…

Thanks to all who attended Plancorp’s client appreciation event on March 13th 2019. We were thrilled to welcome Apollo Lupescu, Vice President at Dimensional, to discuss “staying the course in turbulent times.” Read more…

I, and subsequently Plancorp, was the founding member of The Global Association of Independent Advisors (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can all Read more…

I, and subsequently Plancorp, was the founding member of The Global Association of Independent Advisors™ (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

“It’s the perfect opportunity to save taxes!” This is a statement that is typically only exclaimed by tax accountants, but as a CPA, this opportunity had me excited. I was able to proactively tax plan for two of my favorite people, my parents. After a 30+ year career, my dad was planning to retire Read more…

As a young professional, one of the best pieces of advice I received was to save and invest 15% of my salary for my future. Read more…