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.

Women in Charge: How Education Empowers Us

Guest post by Susie Mathias, financial planning intern Read more…

Why Market Prediction Is Harder than You Think

Imagine The Wall Street Journal ran a contest for its subscribers in which each subscriber viewed 100 photos of various men and women. To participate in the contest, each subscriber must pick the six most attractive people. The subscriber that choses the photos voted for most often will win $1 Read more…

How to Build the Right Portfolio Benchmarks

A version of this article originally appeared on WSJ.com. Most people don’t know how to properly evaluate their financial advisor and overly rely on performance as the sole measurement of success. This is problematic because people tend to evaluate their portfolio over very short time horizons in Read more…

How I Spent $50 to Save $2,000

I’m sure you’ve noticed there’s a common formula behind most “easy ways to save money” articles. It goes something like this: Read more…

So Your Employer Provides a Retirement Plan … Now What?

Whether you just got a new job (congrats!) or you have been working for your company for a couple years, you need to be aware of certain details around your retirement plan. I regularly work with employees enrolled in the plans we advise. Here are the key takeaways I want all employees and plan Read more…

Benefits of Having a CEFEX-Certified Advisor

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What Does It Mean to Be CEFEX Certified?

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The Important Benefits of Fiduciary Financial Planners

You probably know what you are looking for in a financial planner: Someone who is honest, hard-working, ethical, and will always act in your best interests. In fact, you'd expect that to always be the case with financial planners...right? Read more…

How Simplicity Can Improve Your Investments

Investing is a zero sum game in which individual investors frequently end up on the losing side, but that doesn’t have to be the case. I believe individual investors have significant advantages if they would only simplify the game. I’ll explain through the context of Colonel Blotto, which is a Read more…

3 Lessons from My Dad that Led Me to Plancorp

Many of us think our dad is the best out there. None of us are wrong. Read more…