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…
Why I’m Thrilled to Open Plancorp’s Doors in Nashville
It's been nine months since I walked into our president’s office to make a fairly bold ask: would Plancorp support me in a move from St. Louis to Nashville? Read more…
Year-End Tax Tips, in Light of Tax Reform
The end of the year is traditionally a good time to tackle tax planning. You have an idea of what your total income will be, so you can make decisions with an eye on tax efficiencies. This year, the back-and-forth on tax reform has narrowed the window of opportunity a bit. Read more…
Tax Reform Status Update
Tax reform seems to be the topic du jour of everything from dinner conversations to media headlines. But the frequency with which it changes, not to mention the current length of the bills (more than 400 and 500 pages for the House and Senate versions, respectively), makes it difficult to sift Read more…
Why Alternatives Are Bad for Your Portfolio
It’s never been easier for investors to add exposure to alternative investments into their portfolios. Read more…
Physicians: How to Create a Financial Independence Plan
The transition from a training program into the active practice of medicine represents one of the great opportunities and challenges in the life of a physician. Finally, you are doing what you trained so hard to do: making decisions independently based on the knowledge and skills you have developed Read more…
Spending Too Much? Here’s What to Do
What do you think is the most common problem people have in the process of building wealth? Read more…
