Investment Insights Blog | Plancorp | Financial Planning (11)

Is This Normal?

Last week’s volatility was higher than a typical week in the market, but it wasn’t all that unusual from a historical standpoint. Read more…

Are You a Saver or an Investor?

Picture yourself holding a $100 bill in your hand. What sounds more appealing: Read more…

Credit Scores and Credit Reports: What They Are and Why You Should Care

We look to measure success in different ways throughout our lives: report card in school, GPA in college, performance reports in our careers. In order to do well at something, we have to know how we’re being measured. Read more…

5 Reasons to Choose Goals-Based Financial Planning

In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you say you want to lose a certain number of pounds. When you go on vacation, you plan where to go. These statements seem elementary. Read more…

Why Physicians Need a Financial Advisor

Physicians in most specialties have no “products” to sell other than their expertise and advice. For that reason, productive use of time, both at work and at home, is critical. It has taken on increased importance among resident physicians at the beginning of their careers, for whom lifestyle Read more…

What Tax Reform Means for Parents

Since I moved to St. Louis, the question I’ve been asked most is “What high school did you go to?” The good news is that under the new tax reform, there are now some income tax strategies to utilize when paying for that private high school, or even kindergarten through eighth grade. 529 plans can Read more…

U.S. News & Report: Jessie Weiss on Older Investors Learning from Millennials

I recently had the chance to speak with U.S. News & World Report about how “Older Investors Can Learn a Lot From Millennials.” Read more…

How to Read More Books Next Year (and My Favorites from 2017)

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Year-End Tax Tips, in Light of Tax Reform

  The end of the year is traditionally a good time to tackle tax planning. You have an idea of what your total income will be, so you can make decisions with an eye on tax efficiencies. This year, the back-and-forth on tax reform has narrowed the window of opportunity a bit. Read more…

Should You Invest in Bitcoin?

The frenzy around cryptocurrencies only goes up by the day. All the excitement drives everyone from experienced professionals to average investors to wonder: what should you do with Bitcoin? Read more…