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Families that have worked hard to build wealth want to share that success with their children, grandchildren, and beyond. When it comes to building that kind of generational wealth, a family trust is a great place to start.  Family trusts are a key tool for managing wealth carefully over multiple Read more…

On May 18, 2022, Plancorp CEO, Chris Kerckhoff, sat down with Chief Investment Officer, Peter Lazaroff, for a client Q&A regarding recent market trends. We compiled a transcript of that conversation for those who could not attend. Read more…

Say the word “investing” and a lot of people automatically think of buying individual stocks. Even though the stock market isn’t the biggest financial market out there—that would be the bond market—it’s the one that gets the most attention. As a result, people tend to gravitate toward stock Read more…

Announced in 2020, TD Ameritrade Institutional was acquired into Schwab Advisor Services (Schwab), kicking off a multi-year integration process. Much of the integration work will not impact end-users directly, but we have created this page to house the latest information and any actions our clients Read more…

  The S&P 500 is flirting with bear market territory (defined as a 20% decline from the high) as investors grapple with several variables including multi-decade high inflation, aggressive monetary policy tightening, and persistent global supply chain issues. Whether we are heading towards an Read more…

The working world is going through a revolution due to the global pandemic; professional women have had to navigate age-old issues in new ways. Women made up 47% of the workforce before the pandemic rocked our world, yet accounted for 54% of the initial job losses due to coronavirus shutdowns, Read more…

Starting a business can be overwhelming. Part of ensuring that you're poised for success is having a Certified Financial Planner at your side to make sure you've covered every aspect and protected yourself and your business to the fullest extent. Having the right financial advisor by your side Read more…

Employee stock purchase plans are a great benefit that many companies offer to help employees invest in the future of the company and make more money. You may have already decided to invest in yours, but you’re not sure how much money you should be contributing. At Plancorp, we can help you gather Read more…

Many companies offer their employees the option of entering into an employee stock purchase plan (ESPP). There are perks to joining a program like this (hello, free money!), but there are also implications if not done correctly (taxes).  At Plancorp, we’re here to set you up for success. This is a Read more…

Equity compensation plans come in multiple forms, including stock options, restricted stock units (RSUs), and employee stock purchase plans. Each is designed to give employees a direct stake in the financial success of their companies, and hopefully to provide additional monetary benefits beyond Read more…