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Plancorp's Investment Insights and News | InspireHer: Plancorp Women’s Initiative

Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization. Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Read more…

How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score? Read more…

Happy Birthday, 401(k)

Someone just turned the big 4-0. As the director of our Retirement Plan Advisor team, I can’t help but take the time to recognize the 401(k)’s birthday as cause for celebration. After all, this type of account brings tax-advantaged retirement savings to more than 50 million Americans1. A 401(k) Read more…

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day? Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and Read more…

Greta Gives Hope: A Journey to Healing

Written by Annemarie Milton, InspireHer Guest Author In July 2017, I experienced the most unimaginable and unexpected pain in the world. At nine months pregnant, I went in for a routine doctor’s appointment and found out that my baby had no heartbeat. The following day, I delivered my stillborn Read more…

Your Move: The Financial "Game of Life"

The beginning of a year is a time to reflect on the past and set goals for the future.  Maybe your 2019 goals involve eating healthier and getting more exercise.  Maybe you want to start reading more or spending more time with family.  Maybe you’ve set some financial goals – like paying off Read more…

The Plancorp Recipe for a Balanced Portfolio

When I’m not busy reviewing client investment portfolios or researching fund options at Plancorp, I’m an avid cook and baker.  I love to compose a gourmet dinner or whip up my favorite batch of chocolate chip cookies from scratch, while of course following my tried-and-true recipes.  Read more…

Behind Kathy Lambert's 'Connections to Success'

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other Read more…

How Donor-Advised Fund Saved My Parents $15,000 In Taxes

 “It’s the perfect opportunity to save taxes!” This is a statement that is typically only exclaimed by tax accountants, but as a CPA, this opportunity had me excited. I was able to proactively tax plan for two of my favorite people, my parents. After a 30+ year career, my dad was planning to retire Read more…

The Best Way to Repay Your Debt: Debt Snowball or Debt Avalanche?

There are usually two ways to get to where you’re going, right? One may be the direct route on the highway with more cars and more traffic. The scenic route has fewer cars and may be more pleasant, but takes a bit longer. Read more…

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