Author: Sara Gelsheimer

At this point in your life, you probably worry more about paying back student loans than you do saving for retirement. However, the days of retiring to a Florida beach — or wherever floats your boat — aren’t as far off as they seem. Read more…

Sara Gelsheimer, Senior Wealth Manager out of our St. Louis office had the opportunity speak to Eric Roberge of Business Insider. Sara shared her insights on the conflict that exists for a client when their advisor is getting paid a commission. An excerpt can be found below, click the link below to Read more…

Sara Gelsheimer, Senior Wealth Manager out of our St. Louis office had the opportunity to sit down with Jerilyn Klein Bier, of Financial Advisor. Sara shared her experience helping a client organize their financial life, save money on taxes, and have meaningful conversations about passing on wealth Read more…

As a woman in the male-dominated advisory profession, I've experienced bias. I’ve had people assume I’m the assistant or note taker and had clients call me “sweetie,” seemingly because I was the only female in the room. Some have even questioned my age and whether I'm qualified to handle their Read more…

Goals are great. They get you from point A to point B and keep you motivated along the way. That said, we all know how hard it can be to stick to your goals — especially financial ones. Read more…

From a young age, I’ve enjoyed giving back. Almost every year of high school and college I participated in a mission trip. Since college I’ve had the amazing opportunity to travel to Uganda to help those in need. (See some of the life lessons I learned on this amazing trip). Each trip was unique, Read more…

The beginning of a year is a time to reflect on the past and set goals for the future. Maybe your 2019 goals involve eating healthier and getting more exercise. Maybe you want to start reading more or spending more time with family. Maybe you’ve set some financial goals – like paying off debt, Read more…

We often think of “fight or flight” mode as it applies to animals. When your dog hears thunder, maybe he growls—or sprints to hide under the bed. But what do you do when faced with a stressful situation? Read more…

We’ve heard a lot about the wage gap in the last decade or so, but the investment gap is just starting to get more press. Despite the fact that more and more are identifying themselves as their family’s primary breadwinner, bill-payer and budget-maker, women continue to lag behind men in long-term Read more…

Okay, okay, all the mothers out there were right: there is nothing like the love you feel for your children. Read more…