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.

Are You a Saver or an Investor?

Picture yourself holding a $100 bill in your hand. What sounds more appealing: Read more…

Credit Scores and Credit Reports: What They Are and Why You Should Care

We look to measure success in different ways throughout our lives: report card in school, GPA in college, performance reports in our careers. In order to do well at something, we have to know how we’re being measured. Read more…

City Wire USA: Peter Lazaroff on Investments, His Career and more.

I had the opportunity to a answer a few questions about my personal investment choices, career and worries, to name a few. An excerpt is below, and the interview can be found in its entirety here. Read more…

5 Reasons to Choose Goals-Based Financial Planning

In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you say you want to lose a certain number of pounds. When you go on vacation, you plan where to go. These statements seem elementary. Read more…

Small Business Monthly: Chris Kerckhoff Named One of the Best Wealth Managers in St. Louis

Today, Small Business Monthly featured President Chris Kerckhoff in its list of the St. Louis area's best wealth managers. The full list of winners can be found below or at the link above. Please note: The wealth managers included in this list were nominated by Small Business Monthly readers. Read more…

Why Physicians Need A Financial Advisor

Physicians in most specialties have no “products” to sell other than their expertise and advice. For that reason, productive use of time, both at work and at home, is critical. It has taken on increased importance among physicians just beginning their careers, for whom lifestyle quality and time Read more…

RIA Channel: Peter Lazaroff on Democratizing Financial Planning Advice

Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image above. Read more…

What Tax Reform Means for Parents

Since I moved to St. Louis, the question I’ve been asked most is “What high school did you go to?” The good news is that under the new tax reform, there are now some income tax strategies to utilize when paying for that private high school, or even kindergarten through eighth grade. 529 plans can Read more…

Why I’m Thrilled to Open Plancorp’s Doors in Nashville

It's been nine months since I walked into our president’s office to make a fairly bold ask: would Plancorp support me in a move from St. Louis to Nashville? Read more…

U.S. News & Report: Jessie Weiss on Older Investors Learning from Millennials

I recently had the chance to speak with U.S. News & World Report about how “Older Investors Can Learn a Lot From Millennials.” Read more…

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.