Wealth Management | Plancorp | Financial Planning (10)

Summary: 5 Steps to Financial Wellness

Women's Initiative founder Sara Gelsheimer shares her personal experience with giving. We strive for wellness across all aspects of our life. We take the steps necessary to be well: we eat healthier, we take the stairs – not the elevator, sometimes, and we even take time to focus on ourselves. All Read more…

Who Can Benefit from an ABLE Account?

All families face challenges when funding the various needs of their children. But many families face a completely different challenge—planning for a child with a disability. The importance of saving and planning increases tremendously when faced with such a challenge. Read more…

Do It Yourself or Hire an Advisor?

A common dilemma that everyone faces at one time or another is the choice of whether to manage your own investment portfolio or hire the help of a financial professional. As an investment professional myself, I am biased towards seeking out help, but I’d like to share a story to help frame this Read more…

How to Analyze Risks and Returns in Investing with Plancorp

Smart investment decisions are necessary on the road to financial security, but it's important to understand how to analyze the risks and returns associated with investment decisions. Knowing how to analyze risk and return properly can help you build a successful portfolio. Read more…

Defining Risk

We frequently say that risk and return are related, but many people don’t understand exactly what we mean by the word “risk.” Read more…

Growth of $1.00

The data below, which shows the growth of $1.00 in various asset classes (listed from least risky to most risky), reinforces rather dramatically the fact that the best returns in the stock market do indeed come from owning the riskier parts of the market. Using this type of data to determine the Read more…

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