Investment Insights Blog | Plancorp | Financial Planning (7)

This Holiday Season, Give Yourself the Gift of Happiness

The old adage reads, “Money can’t buy happiness.” But doesn’t money give us the freedom to do the things that make us happy? We spend our lives trying to earn as much money as possible, but at some point, don’t we need to evaluate what really brings happiness into our lives? Read more…

Physicians: How to Create a Financial Independence Plan

The transition from a training program into the active practice of medicine represents one of the great opportunities and challenges in the life of a physician. Finally, you are doing what you trained so hard to do: making decisions independently based on the knowledge and skills you have developed Read more…

Spending Too Much? Here’s What to Do

What do you think is the most common problem people have in the process of building wealth? Read more…

The Equifax Security Breach: What You Should Know

The recent Equifax security breach has been on the forefront of many minds this week. The 143 million Americans—about half the U.S. population—affected may have had their social security numbers, birth dates, addresses, drivers’ license numbers, some credit card numbers and other personal Read more…

Financial Planning: Susan Conrad Weighs in on Latest DoL Proposal

Earlier this week, the Department of Labor indicated it will propose new exemptions— focused on certain classes of “clean” mutual fund shares—to its highly contested fiduciary rule. Read more…

How to Use Your Imagination to Make Better Financial Decisions

All too often, people make money decisions without the end in mind. In fact, the neural patterns resulting from thinking about our future self greatly resemble the neural patterns from thinking about a stranger. Read more…

Women in Charge: How Education Empowers Us

Guest post by Susie Mathias, financial planning intern Read more…

Why Market Prediction Is Harder than You Think

Imagine The Wall Street Journal ran a contest for its subscribers in which each subscriber viewed 100 photos of various men and women. To participate in the contest, each subscriber must pick the six most attractive people. The subscriber that choses the photos voted for most often will win $1 Read more…

How I Spent $50 to Save $2,000

I’m sure you’ve noticed there’s a common formula behind most “easy ways to save money” articles. It goes something like this: Read more…

Benefits of Having a CEFEX-Certified Advisor

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