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.

Behind Anne Zanola's 'The Breast Trivia Night Ever!'

The purpose of InspireHer is to inspire financial confidence in all women through education and impactful support. By giving women a platform to be curious, inspire and be inspired. This interview was conducted with Anne Zanola and outlines the incredible story of how The Breast Trivia Night Ever Read more…

Life in Transition: Part 1- How to Plan for Marriage

We all have points in our lives where it seems like we’re on the verge of a new chapter. For some, it might be a career change. For others, a new baby. Whatever transitions you’re personally facing, know this: Read more…

How Markets Work

My father-in-law, Tom, is the king of buying and selling used cars. Every two or three years he sells his car and buys another used car. And if he doesn’t come out ahead every time, he seems to at least break even. Read more…

Student Loan Repayment, Simplified

Graduating from college is a fun and exciting time of life. For most students, this time also brings the realization of a new reality: student loans. By taking proactive steps, you can reduce your stress and make better budgeting decisions. Read more…

Got Company Stock? Don’t Make This Common Mistake

I meet with a lot of executives, managers, and other highly compensated employees of publicly-traded companies, and I often spot a big red flag in their portfolios: They have lots of money tied up in the stock of the companies they work for. Read more…

Collecting Social Security on a Former Spouse: What You Need to Know

Social Security is complicated enough as it is—let alone when you’re trying to navigate it in the light of a divorce or loss of a partner. Read more…

Going Global with Your Portfolio

If you’re like me, the wrap of last month’s Olympic games left you wondering: What do I watch on TV now? The global competition gave us all new respect for how much time and dedication Olympic athletes put in for the games, a sense of inspiration for the next generation, and a view into how global Read more…

How Tax Reform Impacts Business Owners

While the Tax Cuts and Jobs Act impacted both individuals and businesses, changes to the business tax scheme were comparatively more comprehensive and permanent. As a business owner, the magnitude of the changes may seem overwhelming. Instead of getting caught up in the details of every Read more…

How to Prepare for a Market Downturn

One of the first things to accept as an investor is that you will occasionally lose money – sometimes a lot of money – on the way to earning a decent return in stocks. The market will take unpredictable twists and turns throughout your lifetime. Read more…

Are You a Saver or an Investor?

Picture yourself holding a $100 bill in your hand. What sounds more appealing: Read more…