On paper, my grandparents’ life looked beautifully straightforward. Read more…
Finding Her Voice in Finance: Farah Alam on Confidence, Curiosity, and Carving Space in a Male‑Dominated Industry
When you talk with Farah Alam, Plancorp's Investment Research Analyst, the first thing you notice is her curiosity. It’s the thread running through every chapter of her story—from her early years in India surrounded by science, to discovering a career in finance almost by accident, to now helping Read more…
8 Ways to Invest in Yourself: A Guide for Professional Women
Women make up nearly half of the U.S. workforce (47%) yet continue to face barriers to advancement and economic security. Read more…
6 Tax Reduction Strategies to Consider During Market Uncertainty
When market volatility skyrockets, investors often feel at the mercy of wildly fluctuating portfolios. Read more…
5 Things to Know in Case You Outlive Your Partner
All too often in my career, I have walked alongside a female client as she navigated the unimaginable—her spouse had passed away and there was a financial puzzle to piece together amidst her grief. Read more…
Good vs. Bad Debt: The Differences and Risks
We’ve all heard the phrase “too much of a good thing.” Usually we’re talking about something relatively harmless, but it’s a different story when it comes to borrowing money. Read more…
The Ins and Outs of Intrafamily Loans
In today’s high interest rate environment (with current AFR sitting well over 4%) many people are turning to intrafamily loans to assist with major investments as opposed to commercial lenders. Read more…
Financial Resources for a Successful New Year’s Resolution
It’s like clockwork—the calendar changes, the new year is before us, and we start making plans. Setting goals. Determining areas of our lives that could use improvement. Read more…
Comparing Robo-Advisors to Traditional Wealth Managers: What is Better For Your Needs?
If you’ve outgrown DIYing your investment management strategy, you have two options — use a robo-advisor or work with a wealth manager. Read more…
Health & Wealth: Considerations from a Certified Care Manager
Until you are faced with a situation where your health is at risk, you might not grasp just how intertwined health and wealth really are. In fact, with the rising cost of healthcare, health-related concerns are one of the top disruptors to building wealth and passing along a legacy to the next Read more…
