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.

3 Keys to Loving Where You Work

One of the best parts about my job as Chief Talent Officer at Plancorp is introducing new people to our firm and our partners at BrightPlan. Not only do I get to tell them about the cool things we do to help people achieve their financial goals, but I also get to hear their answers to questions Read more…

How to Deal With Lifestyle Creep

If you place your hand in a bowl of lukewarm water and start heating it, you’re unlikely to notice the rising temperature. Your hand adapts to the gradual change. 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…

Is this Normal? Market Volatility

Last week’s volatility was higher than a typical week in the market, but it wasn’t all that unusual from a historical standpoint. Read more…

Are You a Saver or an Investor?

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

Credit Scores and Credit Reports: What They Are and Why You Should Care

We look to measure success in different ways throughout our lives: report card in school, GPA in college, performance reports in our careers. In order to do well at something, we have to know how we’re being measured. Read more…

5 Reasons to Choose Goals-Based Financial Planning

In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you say you want to lose a certain number of pounds. When you go on vacation, you plan where to go. These statements seem elementary. Read more…

Why Physicians Need a Financial Advisor

Physicians in most specialties have no “products” to sell other than their expertise and advice. For that reason, productive use of time, both at work and at home, is critical. It has taken on increased importance among resident physicians at the beginning of their careers, for whom lifestyle Read more…

What Tax Reform Means for Parents

Since I moved to St. Louis, the question I’ve been asked most is “What high school did you go to?” The good news is that under the new tax reform, there are now some income tax strategies to utilize when paying for that private high school, or even kindergarten through eighth grade. 529 plans can Read more…