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.

Measuring the Risk and Return Tradeoff

In an earlier post, we started the process of defining risk by introducing three key ideas: Read more…

Asset Location Strategies

Everyone is thrilled that tax season is behind us. Now it’s time to focus on future tax bills. Read more…

Chris Kerckhoff, President, Discusses Advanced Estate Planning Techniques

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Jeff Buckner, Founder, Explains the Plancorp Philosophy

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Defining Risk

We frequently say that risk and return are related, but many people don’t understand exactly what we mean by the word “risk.” Read more…

Evaluating Cash

“Today people who hold cash equivalents feel comfortable. They shouldn’t. They have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value.” Read more…

Valuations and Return Expectations

Valuation – the price you pay for earnings, assets minus liabilities, cash flow, etc – is one of the best indicators of future returns.  In general, we experience lower returns when valuations are high (i.e. stocks are more expensive), and higher returns when valuations are low (stocks are cheaper). Read more…

Evidence-based Investing vs. Stock Picking

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Charitable Giving: A Win-Win for Everyone Involved

Donating appreciated securities to charity makes much more sense than first selling the security, paying the taxes and then donating the remaining proceeds to the charity. As the donor, you save money on taxes and receive the full benefit of the tax deduction—and the charity receives the full value Read more…

What Is a Registered Investment Advisor?

Stock Broker Read more…

Plancorp's top priority remains safeguarding the health of our clients and employees. During this time, we will continue a work-from-home policy to support our clients. If you have any questions, please reach out to your primary Plancorp contact or call (636) 532-7824. Read our updated COVID-19 response.