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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.

Should I Invest in a Traditional or a Roth IRA?

This is a guest blog post by Jeff Clark, Head of Client Success at BrightPlan, our sister company. When funded early and consistently, an Individual Retirement Account (IRA) can be a cornerstone of retirement planning. By combining the magic of compounding, a long time for growth, and shelter from Read more…

Growing Up Gen X: How Our Past Affects Our Planning

Amidst all the attention given to baby boomers and millennials, who vastly outnumber us, it is easy to forget about my generation, Gen X. This group is generally considered to be those of us born between 1965 and 1980: a time of uncertainty in everything from politics to economics; a time when Read more…

The Benefits of Being in The Global Association of Independent Advisors™ (GAIA)

I, and subsequently Plancorp,  was the founding member of The Global Association of Independent Advisors (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

What is the Global Association of Independent Advisors™ (GAIA)

I, and subsequently Plancorp,  was the founding member of The Global Association of Independent Advisors™ (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

Chris Kerckhoff Named a Forbes "Best-in-State Wealth Advisor" 2019

I  was recently named to one of the 2019 Forbes Best-In-State Advisors.  You can view the list in its entirety here. Read more…

Happy Birthday, 401(k)

Someone just turned the big 4-0. As the director of our Retirement Plan Advisor team, I can’t help but take the time to recognize the 401(k)’s birthday as cause for celebration. After all, this type of account brings tax-advantaged retirement savings to more than 50 million Americans1. A 401(k) Read more…

Yahoo Finance: Peter Lazaroff Weighs in on 'Markets See Record Expansion'

I had the opportunity to talk with Yahoo! Finance about my market outlook for 2019, as well as why losses are a normal part of a healthy, functioning market. Read more…

CNBC: Peter Lazaroff on 'Earnings Recession More Likely Than Economic Recession in 2019'

I stopped by the CNBC studios this week to discuss U.S.-China trade talks—and strategies for investing in this market. Read more…

RIA Channel: Plancorp’s Peter Lazaroff Writes Debut Book ‘Making Money Simple’

Read more…

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day? Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and Read more…

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