Wealth Management | Plancorp | Financial Planning (10)

Credit Card Fraud? No Thank You.

Have you ever misplaced your credit card? What about ordered something online, but shrugged it off when the product never came? Read more…

How to Track Financial Fitness

Source: Fitbit Until recently I wouldn’t have been able to tell you how many steps I walked, how many calories I burned, or my current heart rate on any given day. Now, I have a clever, little device to tell me all of this at the push of a button… and I love it! What I like most about my fitness Read more…

How to Evaluate Your Financial Advisor

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Invest or Pay Down Debt?

Should you invest in the market or pay down debt? Read more…

Is It Time to Break up with Your Broker?

Chances are, you’ve heard of the impending Fiduciary Rule set forth by the Department of Labor. (If not – here is a brief summary). This new rule has started some important conversations on transparency and objectivity in the world of financial advice. It's also driven many Americans to rethink how Read more…

3 Life Lessons I Learned in Uganda

A new year brings with it a time of reflection. It’s a great time to think about the past year: its successes and failures, its turning points and its moments of great joy. It’s also a time to use the experiences from the previous year to help shape your approach to the new year. Read more…

4 Reasons to Buy Bonds in 2017

For more than three decades we’ve experienced an incredible bull market in bonds. The probability of bond returns matching those previous three decades is extremely low, but bonds will remain an important piece of a well-diversified portfolio, even if bond returns are lower or even negative. Read more…

Resolutions vs. Financial Life Goals

The holidays have passed, kids are back in school and you’re starting to get back into a routine. If you are like most individuals, you have allocated your top goals for the year into “resolutions” around topics such as health, productivity, finance and family. Read more…

5 Health Insurance Questions, Answered

Healthcare. No matter where we are from or what age we are, healthcare—and how to pay for it—is in the forefront of our minds. We often field questions from clients regarding health insurance. We are more than happy to act as a resource for these types of questions, but the complexity and Read more…

3 Ways to Raise Kids that Give

“Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.” Dr. Seuss has always had a way with words, but his honesty in this quote really hits home for me. Read more…