Investment Insights Blog | Plancorp | Financial Planning (9)

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…

Should You Lease or Buy a Car? 4 Key Questions to Ask Yourself

Showing off my husband's latest (leased) ride. Fall marks the onset of the holiday season for many of us. But for car aficionados, ‘tis an entirely different type of season—it’s when new models hit dealerships. Read more…

Will Comprehensive Tax Reform Finally become a Reality?

With a surprise win by Donald Trump in the presidential election and control maintained by Republicans in both houses of Congress, we may be on the verge of our nation’s first comprehensive tax reform since 1986. Since that time, the Federal tax law has grown from 26,000 pages to 70,000 pages.  So, Read more…

It’s Election Day: What to Expect in the Market

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The Right Estate Plan for Your Life Stage

As a former estate planning attorney, this important aspect of financial planning has always been on my radar. But, I tend to be the exception to the rule. The vast majority of people simply don’t think about creating an estate plan; it just doesn’t seem relevant or at the least not pressing. Read more…

The Importance of a Fiduciary Standard of Care vs. Suitability

Today the Department of Labor released new rules regarding retirement savings advice.  We will post a more detailed analysis in the future, but today I want to explore the different standards in place and provide an initial reaction to the new rules. Read more…

Definition of Key Terms

Index Fund An index fund is a mutual fund whose portfolio seeks to replicate the performance of some financial benchmark either by owning a representative sample of the stocks contained in that benchmark or by owning all of them. An index is passively managed which means, unlike actively managed Read more…

5 Things to Know About Greece's Financial Situation

Stock volatility has picked up this week in response to the breakdown in Greek debt negotiations over the weekend. Because the situation is fluid, any written commentary in this environment can become outdated as quickly as it is published. Read more…