Investment Insights Blog | Plancorp | Financial Planning (8)

What Does It Mean to Be CEFEX Certified?

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Fiduciaries: Adding Value with Fewer Headaches

With all the media coverage of the DOL's proposed fiduciary rule, the term “fiduciary” has become increasingly ubiquitous in normal conversation. But what exactly is a fiduciary, and how does it reflect the changing culture of financial planning and advisement? Read more…

Don’t Predict. Plan.

People check their portfolios way too frequently, which increases their chances of seeing a loss. Losses aren’t necessarily a problem – in fact, they are a crucial part of a well-functioning market – but the emotions that losses invoke cause us to make mistakes. Read more…

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…