Wealth Management | Plancorp | Evidence Based Investing

How to Consider Alternative Investments as Part of Your Portfolio

In our Family Office practice, we field a lot of questions from clients who are interested in alternative investments. Perhaps you’ve also wondered whether you could improve on your investment portfolio by branching out beyond your core stock/bond asset allocations. With all the possibilities to 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…

Compounded Annual Return vs. Average Annual Return

Compounded Annual Return Read more…

Staying the Course in Turbulent Times: Apollo Lupescu

Thanks to all who attended Plancorp’s client appreciation event on March 13th 2019. We were thrilled to welcome Apollo Lupescu, Vice President at Dimensional, to discuss “staying the course in turbulent times.” Read more…

Four Reasons Why a Starter Home Is a Bad Investment

Owning a first home is an exciting prospect. It has long been part of the quintessential American Dream. While owning your own house comes with many intangible benefits that are difficult to quantify, there is a financial aspect you must consider. A house and its mortgage will likely be the biggest Read more…

Going Global with Your Portfolio

If you’re like me, the wrap of last month’s Olympic games left you wondering: What do I watch on TV now? The global competition gave us all new respect for how much time and dedication Olympic athletes put in for the games, a sense of inspiration for the next generation, and a view into how global Read more…

Benefits of Having a CEFEX-Certified Advisor

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How CEFEX Increases Trust in the Industry

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Hedge Funds: What Are They Good For?

Absolutely nothing. That is the answer to the question in the subject line. It is also the value hedge fund investors receive for shelling out exorbitant fees for lackluster performance. The chart below looks at historical performance of hedge funds (yellow bars) relative to diversified stocks Read more…

Evidence-based Investing vs. Stock Picking

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