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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.

Full Hearts Don’t Mean Empty Wallets

Okay, okay, all the mothers out there were right: there is nothing like the love you feel for your children. Read more…

In 2018, Pay Yourself First

The New Year is always a time for self-reflection. “New Year, New You” headlines abound, as people collectively seek ways to make resolutions that actually stick. Read more…

CNBC: Peter Lazaroff on Books to Help You Become Wealthier in 2018

Lorie Konish at CNBC included my brief about “The Elements of Investing: Easy Lessons for Every Investor” in her piece “8 Books to Help You Become Wealthier in 2018”. The piece highlights a few books investors can use as resources to better understand their savings habits. Read more…

How to Read More Books Next Year (and My Favorites from 2017)

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Year-End Tax Tips, in Light of Tax Reform

Co-Written with Wealth Manager Scott Ngo, CFP®, CPA, PFS Read more…

U.S. News & World Report: The Importance of Disciplined Investing

I recently had the opportunity to speak with U.S. News & World Report regarding the importance of managing emotions in investing. I was quoted in its “Is Your Advisor Helping or Hurting Your Retirement Strategy?” piece, an excerpt of which is below. Read more…

What's the Deal with Bitcoin?

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529 Plan Overview, Part 1: Funding College Education

Of all the options available for funding your children’s college, 529 plans are by far the most popular and—in many cases—best option. Read more…

St. Louis Post-Dispatch: Chris Kerckhoff on the Bitcoin Hype

I had the opportunity to contribute to the Bitcoin debate, likening the hype to a "fear of missing out" mentality. Read more…

Good Vs. Bad Debt

Have you ever eaten too many holiday cookies? The first two or three send you to heaven. But as you eat seven, eight, nine … not so heavenly. You’ve had too much of a good thing. Read more…

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