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.

The Impact of Rising Rates on Your Bond Portfolio

Rising interest rates have been a concern among bond investors for many years.  The Federal Reserve is signaling that they remain on track to raise interest rates in 2015, which means that the wait may be finally over. While the Fed may raise short-term interest rates in 2015, longer-term rates are Read more…

Forbes Reaches out to Peter Lazaroff About Mutual Fund Advice

Forbes reached out to an array of investment advisers, including myself, to share their most beloved mutual funds. Read more…

Modern 401k Plans Explained

I recently contributed to a FiduciaryNews.com story examining how today’s 401k plans may be unrecognizable to the first ones created in the early 1980s. Five dramatic differences between modern 401k plans and their distant Reagan-era cousins: Read more…

Volatility as the New Normal

If, as many investment experts are saying today, volatility is the new normal in equity markets, it makes even more sense than ever to structure a portfolio that can help isolate you to some extent from these major market swings. Read more…

Volatility Is Not the Enemy

A few months ago we discussed keeping return expectations in check as higher valuations increase the probability of lower returns.  We have no idea what the future holds and whether lower stock returns will come to fruition, but we do expect stocks to provide you with the best chance of outpacing 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…

Measuring the Risk and Return Tradeoff

In an earlier post, we started the process of defining risk by introducing three key ideas: 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…

Chris Kerckhoff, President, Discusses Advanced Estate Planning Techniques

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