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.

Your Financial Team - Why You Should Like Your Financial Advisor's Firm Too

Your advisor is your personal contact and captain of your wealth management strategy, but it’s important that he or she is backed by a strong team. That’s why it’s critical to look beyond your individual advisor and learn about the entire firm. Read more…

Do It for Your Loved Ones: 4 Reasons You Need Estate Documents

Does anyone really enjoy thinking about, let alone discussing, their mortality? Most of us do whatever we can to avoid this topic. While that’s human nature, doing a little planning now can save major headaches for our loved ones down the road. Read more…

5 Common Scenarios That Call for Deeper Financial Expertise

Every family is unique, and everyone has their own questions, priorities, and vision for the future. However, there are certain life events or financial situations that are especially complex and call for deeper expertise from a financial advisor.  Read more…

The Money Tree (and Other Basic Investing Principles)

How old were you when you first started seriously thinking about money? For me, it was when I was eight, based on “The Money Tree” book that I “authored” for a third-grade assignment. Read more…

7 Things You Should Know Before Investing in Bitcoin

Bitcoin and other cryptocurrencies have delivered eye-popping returns in 2020 and 2021. All kinds of crypto – including what started as a joke and meme, Dogecoin – are receiving heightened media attention as a result. The value of Bitcoin and cryptocurrencies has risen sharply in past months. But Read more…

Should You Invest in Gold?

Gold is shiny and makes nice jewelry, but it doesn’t impress me as an investment. Read more…

How to Find a Financial Advisor That Works for You

There’s one more important detail to pay attention to when comparing advisors: The way they get paid. Unfortunately, not all advisors operate by the same methods, and how an advisory firm generates revenues and compensates its employees is a critical factor in the quality and type of advice you Read more…

What Does it Mean for an Investment Advisory Firm to be CEFEX Certified?

Ever wonder what goes into becoming "CEFEX-certified"? It's more of a rigorous process than you might think. CEFEX-certified firms adhere to a standard representing the best fiduciary practices in their industry. The standards include specific criteria which have been substantiated by regulation or Read more…

Why Am I Getting Refunds From My 401(k)?

If you are an executive or business owner, you may have received a refund from your 401(k). That can be a frustrating experience. What you thought was tax-deferred savings is now taxable income. So why are you getting refunds and is there anything you can do about it? Read more…

Financial Advisor Credentials: Which are Most Important?

You may have noticed that advisors go by many different professional titles, which are often followed by a trail of different three-letter acronyms representing special designations. They seem important—but not all titles and credentials are as valuable as they sound. Read more…