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.

It’s National Estate Planning Awareness Week

In honor of National Estate Planning Awareness Week, which kicks off today, Plancorp is bringing you daily content, tips and resources regarding this crucial aspect of financial planning. Unfortunately, as essential as estate planning is, an estimated 56 percent of Americans do not have up-to-date Read more…

Stand up to Scammers with These 6 Steps

Most of us know how to avoid obvious email scams, such as that "friend" who is trapped penniless abroad and needs you to "wire money immediately," to strange companies asking you to verify person information. But, as hackers become both more polished and nefarious in their scamming attempts, it's Read more…

Warning: IRS Scammers Are at It Again

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What's the Biggest Mistake Investors Make?

Last month I had the pleasure of speaking at the Midwest Private Wealth Forum in Chicago on a range of equity market topics. One of my favorite questions asked was: “What is the biggest mistake you see investors making?” Read more…

Summary: 5 Steps to Financial Wellness

Women's Initiative founder Sara Gelsheimer shares her personal experience with giving. We strive for wellness across all aspects of our life. We take the steps necessary to be well: we eat healthier, we take the stairs – not the elevator, sometimes, and we even take time to focus on ourselves. All Read more…

Who Can Benefit from an ABLE Account?

All families face challenges when funding the various needs of their children. But many families face a completely different challenge—planning for a child with a disability. The importance of saving and planning increases tremendously when faced with such a challenge. Read more…

Lessons Investors Can Learn from Their Fantasy Football Teams

The 2016 National Football League season is finally here. Productivity nose-dives while friendly competition increases between friends as nearly 60 million people across the US and Canada begin their first week of fantasy football. Despite the difference in scale, financial markets and fantasy Read more…

College Freshmen: 3 Things I Wish I Knew

Pick a dorm. Sign up for classes. Buy a laptop. As a recent college graduate, I can remember going through my checklist of everything I needed prior to my college move (on top of all the pieces of advice my parents were attempting to engrain in me). Read more…

Can You Reduce Your Estate Tax Bill in 2016?

Tax professionals have been expecting the IRS to limit valuation discounts for some time—and that day has finally come. Read more…

Emerging Markets: Worth a Closer Look

Credit: Associated Press, Vincent Yu Read more…