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…
We Opened a New Office in San Jose
On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, Read more…
In the Race to Zero Fees, Transparency Loses
The financial services industry is no stranger to competition, and you’ve likely heard of its latest game: the race to zero fees. On the surface, providing services at no cost sounds like another leap forward in disrupting outdated business models, but it’s not that simple. All too often, no cost Read more…
Greta Gives Hope: A Journey to Healing
In July 2017, I experienced the most unimaginable and unexpected pain in the world. At nine months pregnant, I went in for a routine doctor’s appointment and found out that my baby had no heartbeat. The following day, I delivered my stillborn daughter, Greta Kathleen. She was absolutely perfect—10 Read more…
Your Move: The Financial "Game of Life"
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 Read more…
Plancorp's CEO on Employee Development & Succession Planning
At a recent TD Ameritrade conference, I discussed Plancorp's proactive approach to adopting new technology, as well as our partnership with BrightPlan. Read more…
Four Reasons Why a Starter Home Is a Bad Investment
Owning a first home is an exciting prospect. It has long been part of the quintessential American Dream. While owning your own house comes with many intangible benefits that are difficult to quantify, there is a financial aspect you must consider. A house and its mortgage will likely be the biggest Read more…
End-of-Year Tax Planning Tips
As the year draws to a close, so does the opportunity to take advantage of certain tax and financial planning strategies. While this is not an exhaustive list by any means, below are several considerations to keep in mind and discuss with your advisor or CPA. 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…
