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.

New Wealth Management Grads: 6 Things to Know

I recently had the opportunity to return to my alma mater, DePauw University, to speak with the Management Fellows program about a career in wealth management. Next month marks my 10-year anniversary in wealth management. Read more…

Don’t Predict. Plan.

People check their portfolios way too frequently, which increases their chances of seeing a loss. Losses aren’t necessarily a problem – in fact, they are a crucial part of a well-functioning market – but the emotions that losses invoke cause us to make mistakes. Read more…

State of the Industry: How Technology Is Transforming Financial Services

Young or old, student or professional, head of household or single, there is one constraint we all have in common: time. Read more…

Monsanto Employees, Here’s What to Do with Your Bayer Merger Payout

In the midst of any merger, it can be hard to see past the near term. Changes to organizational structure, culture, and roles and responsibilities are at the forefront of everyone’s minds. Read more…

Credit Card Fraud? No Thank You.

Have you ever misplaced your credit card? What about ordered something online, but shrugged it off when the product never came? Read more…

How to Track Financial Fitness

Source: Fitbit Until recently I wouldn’t have been able to tell you how many steps I walked, how many calories I burned, or my current heart rate on any given day. Now, I have a clever, little device to tell me all of this at the push of a button… and I love it! What I like most about my fitness Read more…

Do You Have a Bad 401(k) Plan?

When I first meet a potential client, I’m always disheartened to see the poor retirement plans offered by employers. Read more…

These Women Are Changing St. Louis for the Better

First and foremost, thank you! Thank you to the amazing women who attended our Women Who Inspire Us event. And thank you to the speakers who indeed inspired the entire room. We are so excited to be able to connect women such as yourselves and help foster relationships within our community. Read more…

The 3 Best Uses for Your Tax Refund

According to the IRS, U.S. taxpayers received $264.5 billion in total refunds in 2016. That makes the average refund total about $2,993. Read more…

How to Evaluate Your Financial Advisor

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