In 2015, Jane and Josephine had been together as a couple for ten years and, the U.S. Supreme Court just declared that same-sex couples have the fundamental right to marry. Like every couple, Jane and Josephine had a lot to consider before deciding to get married or not. The first thing that they Read more…
Pay Off Student Loans or Invest? Here’s How to Decide
These days, holding a college diploma is table stakes to qualify for a decent job. Because more people than ever attend a four-year college and that degree is the minimum qualification for many positions, we’ve also seen a spike in students who continue their education to pursue a graduate degree. Read more…
10 Things To Do Now If You’re A Decade Away From Retirement
For most of your life, preparing for retirement probably wasn’t a high priority. But as the years count down on your career, nerves set in and rhetorical questions start flooding your head: Have I saved enough? Did I invest too aggressively? Do I have the right kind of insurance? Read more…
What to Do If You Were Getting Ready to Retire Before the Pandemic Hit
The current impact that the global coronavirus pandemic has had on our daily lives is obvious. This event has touched every one of us in various ways, but you may feel particularly affected if you were thinking about retiring in the near future. You may wonder how the fallout and long-term Read more…
6 ESG Investment Strategies to Consider
A growing number of investors are interested in Environmental, Social and Governance investing, known as ESG. That term is becoming more common, but ESG still means different things to different people. Read more…
How to Use Grantor Retained Annuity Trusts (GRATs) to Transfer Wealth to Beneficiaries Tax-Free
One of our most important responsibilities is helping clients achieve financial independence. We love when we can tell them they have enough money to do whatever they want for the rest of their lives. But that milestone is hardly the end of the wealth management process. The next question we like Read more…
What Does it Mean to Be an ESG Investor?
In late 2017, I was tasked with building Environmental, Social, and Governance (ESG) portfolios for Plancorp. To be honest, I was initially less than thrilled; my past experiences with these types of portfolios were not necessarily positive. Read more…
What Business Owners Should Look for in a 401(k) Advisor
We know business owners don’t start their business to oversee healthcare plans or manage a 401(k) plan. However, benefit plans are necessary to recruit and keep employees, so it’s important to find someone you can trust will help your plan, your employees, and your business. Read more…
5 Ways Our Firm is Adapting So We Can Still Offer Internships
This piece is not taking aim at anyone. I understand that because of the coronavirus and the related economic upheaval, some businesses are being forced to cut staff or even close their doors. I know how gut-wrenching that is. However, I’m hearing from some students that the internships they Read more…
Is Now the Time to Buy Individual Stocks?
As people across the globe are being told to stay put in their homes, it’s not surprising to see some companies suffering more than others. Our normal routines are turned upside down, and so are our normal consumer spending habits. Read more…