Every crisis has one thing in common: it eventually ends. Read more…
Why We Started a Women’s Initiative
I have good news and bad news. Which do you want first? Read more…
The Collective Knowledge of Markets
Meet Penelope the cow. NPR’s Planet Money asked the internet how much Penelope weighed and got 17,205 responses. The average of all the responses was 1,287 pounds and the actual weight was 1,355 pounds. The average was off by only five percent. This experiment, which was originally conducted in Read more…
Stock Market Correction
I wrote an article at the beginning of the summer titled Volatility is Not the Enemy. I remember thinking it would be the perfect article for whenever the market had a correction. Since it had been nearly four years since the last correction, I figured it should be published and referred back to Read more…
5 Estate Planning Documents You Need
Estate planning is a little different for everyone. While you are alive, the estate planning process allows you to manage and preserve your assets. At death, your estate plan allows you to conserve and control their distribution after your death according to your goals and objectives. Read more…
Risk Tolerance
Today we continue a discussion that began with defining risk and then focused on measuring the risk/return tradeoff. To briefly summarize those articles, we learned: Read more…
Do It Yourself or Hire an Advisor?
A common dilemma that everyone faces at one time or another is the choice of whether to manage your own investment portfolio or hire the help of a financial professional. As an investment professional myself, I am biased towards seeking out help, but I’d like to share a story to help frame this Read more…
How to Analyze Risks and Returns in Investing with Plancorp
Smart investment decisions are necessary on the road to financial security, but it's important to understand how to analyze the risks and returns associated with investment decisions. Knowing how to analyze risk and return properly can help you build a successful portfolio. 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…