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Reading an equity compensation statement can feel like translating a foreign language, except with a mishmash of terms, figures, and dates. Unfortunately, these statements rarely come with any explanations or glossaries, which can leave even the savviest professionals wondering, “What on earth am I Read more…

Inheriting a 401k might not be something you’ve planned for, but if it happens, it can be a valuable asset when handled correctly. While a financial windfall such as this can be amazing, an inherited 401K comes with specific rules and tax implications that can get tricky and cause some headaches if Read more…

When employees find out they're getting equity compensation from their employer, their first reaction is typically, "Great!" Their second reaction is often, "How does this work?" Both reactions are understandable. In most cases, equity compensation is a net win for employees. It rewards you for a Read more…

For DIY investors it can get complex to understand the various ways in which investments or investment managers report their rate of return (ROR), especially if you have a day job and don’t spend all of your time digging in on these figures. In this blog we unpack the difference between an average Read more…

**Update: March 24, 2025: On March 21, 2025, FinCEN announced that domestic entities and their owners are now exempt from the BOI reporting rules. Foreign entities are still subject to the rules. Read the latest update here. **Update: February 19th, 2025: After several changes, the injunction on Read more…

Are you thinking about moving to a different state when you retire? Many do. It’s a big move, and many only think about the climate or proximity to loved ones. You should also consider how moving could dramatically impact your investment strategy. No, investments don’t perform differently depending Read more…

To Be, Or Not Airbnb. Should I invest in an Airbnb property? A recent trend over the past few years is to buy residential properties and rent them out as a vacation or short-term rental through websites such as Airbnb or VRBO. Investment properties aren’t new, but this technology promises to put Read more…

"We should run a tax projection." You’ll hear that a lot around Plancorp Wealth Management. Read more…

Proper investing is as much (if not more) about controlling your emotions as it is about understanding everything about the markets and current trends. Facilitating solid, logical decisions should be at the center of every investment strategy. Read more…

Having a child is a unique combination of exhausting, exhilarating, rewarding and terrifying. It may be the last thing on your mind during the early days of parenthood, but chances are there will come a day when your child no longer lives under your roof. And it’s never too early to start planning Read more…