Investment Insights Blog | Plancorp | Children

Investment Gifts: Creative Ways to Give Money to Kids

Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off the wrapping paper and shrieked with joy: investment gifts. When you give money in the form of education funds, stocks, trusts, or charitable contributions, Read more…

Investing By Age Series

As you age and mature in life and in your career, your investment priorities change, and financial goals and objectives shift as well. Having the right financial advisor by your side means having a proactive partner to make sure you reach your goals during life's journey. I created this investing Read more…

Investment Gifts: Creative Ways to Give Money to Your Kids

Pop Quiz: You have 10 seconds to name what your parents gave you for Christmas when you were 15. Go! It’s almost impossible to think of even one thing, right? Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off Read more…

How to Financially Prepare for a Divorce: 3 Assets You’ll Need to Split

Perhaps unsurprisingly, the number of married couples considering or actively seeking a divorce has skyrocketed during the COVID-19 pandemic. According to data collected by Legal Templates, the number of couples looking at divorce was 34% higher from March to June 2020 than in 2019. Another study Read more…

Tying the Knot? Ask Your Partner These 4 Money-Related Questions

About 37% of Millennials believe their financial health is poor, according to a report from Business Insider. Throw another person into the mix — as is the case with a wedding — and the situation only becomes more complicated. Read more…

5 Key Questions About 529 College Savings Plans

If you’re a parent, odds are you’ve already been mulling over how you’ll help pay for your kids’ higher education when the time comes. Read more…

How to Secure Your Financial Future After a Divorce

There are few life transitions more emotionally draining than divorce. At the same time, the end of a marriage can also bring the promise of a new beginning. Once the final papers are signed, sealed and delivered, here are some practical steps you can take to best secure your financial future. Read more…

10 Things To Do Now If You’re A Decade Away From Retirement

For most of your life, preparing for retirement probably wasn’t a high priority. But as the years count down on your career, nerves set in and rhetorical questions start flooding your head: Have I saved enough? Did I invest too aggressively? Do I have the right kind of insurance? Read more…

Getting More from Giving Back

From a young age, I’ve enjoyed giving back.  Almost every year of high school and college I participated in a mission trip.  Since college I’ve had the amazing opportunity to travel to Uganda to help those in need.  (See some of the life lessons I learned on this amazing trip).  Each trip was Read more…

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