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At Plancorp, we don’t wait for you to ask the right questions.
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5 Estate Planning Documents You Need

Estate planning is a little different for everyone.  While you are alive, the estate planning process allows you to manage and preserve your assets.  At death, your estate plan allows you to conserve and control their distribution after your death according to your goals and objectives. Read more…

Bond Portfolio Basics

Individual investors never seem very interested in their bond portfolio. Maybe it’s because bonds lack the sense of identity that often comes with owning a stock. Think about it: nobody brags out about lending money to Apple, they brag about owning Apple. In addition, you can theoretically own a Read more…

China's Bear Market

China’s stock market has fallen over 30% in the past few weeks and wiped out roughly $3.5 trillion in wealth – or about 33% of China’s GDP. Our direct equity exposure to China is roughly 1.5%, so we don’t see reason for panic at this time. In fact, any related volatility could be good for long-term Read more…

5 Things to Know About Greece's Financial Situation

Stock volatility has picked up this week in response to the breakdown in Greek debt negotiations over the weekend. Because the situation is fluid, any written commentary in this environment can become outdated as quickly as it is published. Read more…

The Impact of Rising Rates on Your Bond Portfolio

Rising interest rates have been a concern among bond investors for many years.  The Federal Reserve is signaling that they remain on track to raise interest rates in 2015, which means that the wait may be finally over. While the Fed may raise short-term interest rates in 2015, longer-term rates are Read more…

Forbes Reaches out to Peter Lazaroff About Mutual Fund Advice

Forbes reached out to an array of investment advisers, including myself, to share their most beloved mutual funds. Read more…

Modern 401k Plans Explained

I recently contributed to a FiduciaryNews.com story examining how today’s 401k plans may be unrecognizable to the first ones created in the early 1980s. Five dramatic differences between modern 401k plans and their distant Reagan-era cousins: Read more…

Volatility as the New Normal

If, as many investment experts are saying today, volatility is the new normal in equity markets, it makes even more sense than ever to structure a portfolio that can help isolate you to some extent from these major market swings. Read more…

Volatility Is Not the Enemy

A few months ago we discussed keeping return expectations in check as higher valuations increase the probability of lower returns.  We have no idea what the future holds and whether lower stock returns will come to fruition, but we do expect stocks to provide you with the best chance of outpacing Read more…

Risk Tolerance

Today we continue a discussion that began with defining risk and then focused on measuring the risk/return tradeoff. To briefly summarize those articles, we learned: Read more…

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