Investment Insights Blog | Plancorp | Advanced Financial Planning

How Hindsight Bias Can Impact Your Investment Decisions

“I said it would happen.” “It had to happen.” “I knew it would happen.” You’ve probably made statements like these at one point or another. That’s because once an event occurs, our brains immediately connect the new information from what happened to related knowledge stored in our memory. By making Read more…

New Year Planning Tips and Resources

As we begin the new year, this is the time to review your financial plan and work towards a successful financial plan for 2021. In this video Peter Lazaroff, Chief Investment Officer and Daniel Lee, Senior Wealth Manager give their top financial planning tips. You will find a list of their tips as Read more…

Myopic Loss Aversion

How often do you look at the stock market or check your investment portfolio? The Digital Age has made access to stock market data and real-time portfolio values increasingly easy.  The problem with easier access to real-time market data is that investors can lose sight of the big picture as their Read more…

Compounded Annual Return vs. Average Annual Return

Compounded Annual Return Read more…

Timely Topic: What You Should Know About a Donor Advised Fund

As end-of-year tax planning draws to a close, there is still a small window of time to set up a Donor Advised Fund if you wish to make charitable donations in the next few years and take advantage of the tax benefit from charitable giving. Read more…

End-of-Year Tax Planning Tips

My first opportunity to vote in a presidential election was the year 2000. Bush v. Gore. Hanging chads. A month of legal battles until we had a President Elect. I always wondered whether another election would surpass that chaos. 20 years later I have my answer. Read more…

Will the U.S. Election Affect Stock Market Returns?

With election season heating up, debates on what a Trump or Biden victory could mean for the stock market are intensifying, too. Read more…

Own a Business? 3 Reasons 2020 is a Great Year To Review Your 401(k)

2020 has been hard for small businesses; those who remain open have often had to make painful operating decisions for all concerned. Hopefully, your employees understand you’re not taking those decisions lightly. But they can still be frustrating. Read more…

3 Useful Company Employee Benefits Policies for High Earners

Employee benefits can have a significant impact on wealth accumulation, but the International Foundation of Employee Benefits Plans reports that 80% of companies struggle to get employees to read benefits materials. If you don’t correctly understand your company’s employee benefits policy, you Read more…

Your Employer Offers You Non-Qualified Deferred Compensation (NQDC): Now What?

It’s always nice to be recognized for a job well done. Being invited to participate in your employer’s non-qualified deferred compensation (NQDC) plan, is one such vote of confidence; it’s typically offered exclusively to select executives or similar high-performing employees. Read more…

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