As their first corporate sponsor, Plancorp hosted an exclusive event, welcoming over 200 of our clients on the opening night of the St. Louis Art Fair. Despite windy weather, the evening turned out perfect as guests enjoyed great conversations, food, drinks, and art from the Miriam School and Read more…
Investment Strategies for Integrating Large Influxes of Cash into Your Financial Plan
Suddenly receiving a large windfall of cash—whether planned for or unexpected—is typically a great feeling. But that joy can often be partnered with stress about how to best manage the sudden influx so that it best supports your overall financial goals and investment strategy. Read more…
Why Am I Getting Refunds From My 401(k)?
Normally, the word “refund” sparks visions of putting a hefty tax return toward a big-ticket item you’ve had your eye on or getting a little extra cash to pad your day-to-day budget. Read more…
Exploring Bond Investments: Individual Bonds vs Bond Funds
It’s all about stocks in investing, right? You may be surprised to learn how “old school” bonds can be an important part of a balanced investment strategy—providing a predictable income stream and stability to investors when added to a portfolio of stocks. Read more…
The Mega Backdoor Roth Strategy: Is It Right for You & How to Do It
Admittedly, the “mega backdoor Roth” is a mouthful of a term. Not to be confused with the backdoor Read more…
How to Sell Your Business to a Key Employee: 4 Strategies to Build Their Capital
As a business owner, identifying a solid exit strategy that allows you to move to the next phase of your life comfortably and keeps the business running can be a challenge. Read more…
Exploring the World of Bonds: A Guide to Building Your Investment Portfolio
Bonds often take a backseat to stocks when individual investors think about building their portfolio, but they play an important role in creating a diversified investment strategy. Read more…
How Advisors Partner with Clients on Big Financial Decisions
It’s a common misconception when working with a wealth manager or financial advisor that you suddenly have to get permission or be given an allowance to make big purchases or financial moves. Read more…
5 Things to Know in Case You Outlive Your Partner
All too often in my career, I have walked alongside a female client as she navigated the unimaginable—her spouse had passed away and there was a financial puzzle to piece together amidst her grief. Read more…
The IRS Provides New Clarity on Required Minimum Distributions from Inherited IRAs
After a few years of confusion and waivers, the IRS released clarifying information on inherited IRAs in the summer of 2024. Before we unpack the latest information, let's recap the 2019 legislation. Read more…
