Market sentiment remains negative with the S&P 500 down 12.3% to date and 13.92% from the high point set in May 2015. Read more…
Definition of Key Terms
Index Fund An index fund is a mutual fund whose portfolio seeks to replicate the performance of some financial benchmark either by owning a representative sample of the stocks contained in that benchmark or by owning all of them. An index is passively managed which means, unlike actively managed Read more…
China Drags Down Global Markets
Stock markets started the New Year off with a bang, but not a good one, as panic in Chinese markets spread throughout the globe. Read more…
Plancorp Ranks Among Top RIAs
Financial Planning released its fifth annual list of the country’s top RIAs on Jan. 4, 2016. It identified Plancorp as No. 35, one of three firms recognized in the state of Missouri. Read more…
Interest Rate Implications for Home Buyers, Sellers
The Federal Reserve's announcement of a rate increase last Wednesday has big implications for prospective home buyers and sellers, but experts have four words for anyone who's feeling that they need to act immediately: Don't do anything rash! Read more…
The Bipartisan Budget Act of 2015
On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the framework for a two-year budget deal. The legislation, needed to avoid an impending default on U.S. debt, also contains multiple unrelated Read more…
Fed Raises Interest Rates
Today the Federal Reserve announced that they will raise interest rates for the first time in nearly a decade. The Fed’s decision to move rates higher signals that the economy is no longer in a state of emergency and healthy enough to continue growing with modestly tighter monetary policy. Read more…
When Should You Take Social Security?
Last week President Obama signed the Bipartisan Budget Act of 2015, which raised the federal debt limit and avoided another debt ceiling issue. Tucked within this new law is a provision labeled “closure of unintended loopholes,” which eliminates a couple strategies for maximizing Social Security Read more…
Give Back and Earn Income with a Strategic Financial Plan
With the end of the year and holiday season approaching, there is no better time to consider some end-of-year planning. Read more…
