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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.

Time Beats Timing

As the stock market continues to reach new highs, it’s tempting to think about the possibility of buying and selling at just the right moment. Here’s a dirty little secret that most of the investment industry doesn’t want you to know: Time is more important than timing in investment success. Read more…

Thinking About Markets Like Piles of Sand

The idea of complex adaptive systems might sound overwhelming, but an experiment conducted by physicist Per Bak makes the concept easier to understand. Read more…

The Case Against Permanent Life Insurance

Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. Read more…

The Most Important Rule In Planning For Retirement

The most important rule in planning for retirement is to Save Early and Often. Read more…

Is Your Advisor a Fiduciary?

The word fiduciary is all over the financial community. In fact, some businesses throw the word around so much it almost starts to lose its meaning – which is a shame, because the fiduciary standard should be a big deal to you as an investor. Read more…

Are Your Retirement Plan Fees "Prudent and Reasonable"?

In 2006, Jerry Schlichter, a St. Louis plaintiff lawyer, began suing 401(k) fiduciaries.  His contention was that retirement plan fiduciaries were not properly overseeing their plans – particularly the duty to make sure fees were “prudent and reasonable.”  Read more…

What You Need to Know about Estate Planning

Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one of the most important pieces of anyone’s financial plan. And by anyone, yes, that includes you! Regardless of how you feel about the amount of assets you have or whether or not you think estate plans Read more…

Daniel Lee Wins UC Berkeley Teacher of the Year Award

Congratulations to Daniel Lee on receiving the UC Berkeley Extension “Tim Kochis Award for Teaching Excellence.” Daniel, the lead wealth manager of our Bay Area office, teaches several Financial Planning classes and also serves on the school’s advisory board. Read more…

Raising Financially Savvy Daughters: Perspectives from Plancorp Dads

Instilling the value of money in our children is a difficult task for most anyone. There are so many questions to consider. What age do we start talking about money? How much of an allowance should we give our children? How should we encourage them to spend/save their money? Read more…

5 Considerations for a Successful Wealth Transfer

You’ve worked your whole life to build and maintain your wealth, so thinking about passing it on can seem daunting. How much should you tell your children about your finances? And how can you distribute your wealth in a way that supports your heirs, as well as your community? Read more…

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