Author: Plancorp team

How to Create an IPO Wealth Management Plan After Your Company Goes Public

Many big-name companies have taken the plunge recently and gone public. The move to unroll an initial public offering or IPO, is often a lengthy decision process that follows years of hard work building up a brand. The fallout can be sudden, requiring its employees to create an IPO wealth Read more…

On Wall Street: Daniel Lee on 'Why financial advisors should be part of employee wellness plans.'

Daniel Lee, Senior Wealth Manager out of our Silicon Valley office had the opportunity to sit down with Amanda Schiavo, of On Wall Street, to share his thoughts on the importance of employee wellness plans based on experiences. A excerpt can be found below, click the link below to read the article 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…

Millennials Are Breaking the “Money Taboo”

“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…

Daniel Lee Wins UC Berkeley Teacher of the Year Award

Congratulations to Daniel Lee on receiving the UC Berkeley Extension “Tim Kochis Award for Teaching Excellence.” Daniel, the lead wealth manager of our Bay Area office, teaches several Financial Planning classes and also serves on the school’s advisory board. Read more…

Peter Lazaroff’s New Book, "Making Money Simple"

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…

Staying the Course in Turbulent Times: Apollo Lupescu

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…

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day? Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and Read more…

Five Star Professional: 2018 Winners

The Five Star Wealth Manager and Five Star Investment Professional awards recognize professionals in the financial services industry who are committed to excellence. The organization conducts market research to define and promote professional excellence in the professions we serve. Five Star Read more…