Blog

At Plancorp, we don’t wait for you to ask the right questions.
We take the initiative to offer insights and guidance — real enlightenment for real life.

Creative Ways to Give Money to Kids: Investment Gifts

Pop Quiz: You have 10 seconds to name what your parents gave you for Christmas when you were 15. Go! It’s almost impossible to think of even one thing, right? Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off Read more…

3 Financial Considerations for Setting Up Your Business

If you have a groundbreaking entrepreneurial idea floating around your head, then you may be wondering what to consider before starting a business. One simple mentality will help — the more planning you do upfront, the better off your new business venture will be. It's just like taking a vacation. Read more…

Restricted Stock Units (RSUs). What Are They? How Do They Work?

In this video, Senior Wealth Manager, Daniel Lee and Chief Investment Officer, Peter Lazaroff, discuss what Restricted Stock Units (RSUs) are, what vesting is, how taxes for RSUs work, share blackouts and more. Read more…

5 Steps to Manage Money from Sudden Wealth

Unless you’re independently wealthy, you probably receive an income for work you perform at your job. Read more…

Things to Consider Before You Buy a Home

Join Plancorp Senior Wealth Manager, Sara Gelsheimer, as she goes through the 6 misconceptions and considerations to keep in mind when contemplating a home purchase. Read more…

Where to Save for Retirement

One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Read more…

Should I Invest in a Traditional or a Roth IRA?

When funded early and consistently, an Individual Retirement Account (IRA) can be a cornerstone of retirement planning. By combining the magic of compounding, a long time for growth, and shelter from taxes, the wealth-building equation can really work in your favor. Read more…

No, You (Probably) Don't Need Permanent Life Insurance

Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. That’s not your fault. It happens because of predatory sales tactics that are often used by people who sell insurance. Read more…

InspireHer Business Owner Spotlight - Dr. Becky Lynn, CEO & Founder of Evora Women's Health

Join InspireHer founder and Senior Wealth Manager, Sara Gelsheimer, for a chat with physician, founder and hard-working mom, Dr. Becky Lynn, of Evora Women's Health at St. Luke's Hospital in Chesterfield, MO. Dr. Lynn discusses starting her new women's health clinic at the beginning of the Read more…

Investing In Your 20s

The financial decisions you make in your 20s are arguably more important than any other time in your life. The most important decision you can make is to start investing now. To illustrate, imagine two college graduates with access to tax-deferred investment accounts earning 8% per year. The first Read more…