Author: Plancorp Team

The wealth management industry can no longer ignore the rise of fintech. Investors have pumped more than $100 billion into the fintech market since 2010—including $6 billion in the first quarter of 2019. Those investments are going toward things like robo-advisors and investment apps that help Read more…

After a bumpy road for the new retirement bill in Congress, the SECURE Act came into effect on Jan. 1. Also known as the Setting Every Community Up for Retirement Enhancement Act, the law is one of the most comprehensive pieces of legislation to reform retirement savings. Read more…

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

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…

For many of us summer brings a nostalgia of memories from years past and a longing to create new memories of summer with loved ones. In case you’ve been busy all year or just haven’t paid attention to the headlines, here are some of the most surprising events from the year compared to their 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…

We’ve all been there: scrolling through our phones to see the perfect beach picture just posted by our friend on our social media, immediately inciting FOMO (Fear Of Missing Out). It’s easy to get caught up in the perfection that can be misjudged here; you don’t see the money that was saved up over 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…