Plancorp's Investment Insights and News | Financial Planning

Market Correction Update

Stock markets have been choppy lately, with the S&P 500 off more than 10% from its highs. A decline of this nature is broadly labeled as a “correction.”   While it’s never fun to see your portfolio take a hit, losses are a normal part of investing. During bull markets since 1945, the S&P 500 has Read more…

The Era of RIAs

In a world where the DOL Fiduciary Rule is presumed dead- and we have different regulatory bodies, primarily the SEC, coming in with new rules- transparency has become paramount. Read more…

Peter Lazaroff Discusses Future Market Outlook on CNBC

I recently appeared on CNBC’s Worldwide Exchange with Brian Sully to talk about how investors should think about the market today. Read more…

Savings Rate or Rate of Return? How to Focus Your Attention for Long-Term Financial Success

As a young professional, one of the best pieces of advice I received was to save and invest 15% of my salary for my future. Read more…

Student Loan Repayment, Simplified

Graduating from college is a fun and exciting time of life. For most students, this time also brings the realization of a new reality: student loans. By taking proactive steps, you can reduce your stress and make better budgeting decisions. Read more…

Q1 2018 Newsletter: Chris Kerckhoff Named a Forbes "Best-In-State Wealth Advisor"

Each quarter, Plancorp publishes a newsletter to keep our clients apprised of everything from market activity to Plancorp happenings. Click to view the Q1 edition, and feel free to share with family, friends or colleagues. Read more…

The Trouble with Being an Optimist

People tend to tell me I’m a positive person, even if I don’t always feel like I am. Whether you consider yourself an optimist or not, chances are you blindly trust that at least some figures in your life—perhaps your attorney, CPA, pastor or financial advisor—are inherently “good.” After all, it’s Read more…

How to Deal With Lifestyle Creep

If you place your hand in a bowl of lukewarm water and start heating it, you’re unlikely to notice the rising temperature. Your hand adapts to the gradual change. Read more…

How Tax Reform Impacts Business Owners

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

How to Prepare for a Market Downturn

One of the first things to accept as an investor is that you will occasionally lose money – sometimes a lot of money – on the way to earning a decent return in stocks. The market will take unpredictable twists and turns throughout your lifetime. Read more…

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