Investment Insights Blog | Plancorp | InspireHer: Plancorp Women’s Initiative

3 Ways to Strive for Financial Freedom—Even During a Pandemic

We live in uncertain times. The deluge of depressing news only reminds us of the many things that are out of our control. Read more…

5 Ways Our Firm is Adapting So We Can Still Offer Internships

This piece is not taking aim at anyone. I understand that because of the coronavirus and the related economic upheaval, some businesses are being forced to cut staff or even close their doors. I know how gut-wrenching that is. However, I’m hearing from some students that the internships they Read more…

What Women Need to Know About the SECURE Act

At this point in your life, you probably worry more about paying back student loans than you do saving for retirement. However, the days of retiring to a Florida beach — or wherever floats your boat — aren’t as far off as they seem. Read more…

I Just Need a Minute: What It’s Like to Be a Working Mom During a Pandemic

Staying calm in a crisis is something I have often needed to practice in my career in human resources. The particular crisis has varied. It has been, at times, an employee who was a danger to themselves or others. It’s also been the loss of a corporate client that necessitated layoffs. There have Read more…

Business Insider: Questions to Find Out if Your Advisor Has Your Best Interest at Heart

Sara Gelsheimer, Senior Wealth Manager out of our St. Louis office had the opportunity speak to Eric Roberge of Business Insider. Sara shared her insights on the conflict that exists for a client when their advisor is getting paid a commission. An excerpt can be found below, click the link below to Read more…

Creative Ways to Give Money to Kids: Investment Gifts

Pop Quiz: You have 10 seconds to name what your parents gave you for Christmas when you were 15. Go! It’s almost impossible to think of even one thing, right? Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off Read more…

Considerations When Planning for Retirement: Unexpected Healthcare Expenses

I often tell people that I lived a Norman Rockwell childhood. My parents provided a home full of love and encouragement. Our grandparents lived nearby and most of our extended family lived within a 30-minute drive. We celebrated holidays, birthdays, and often gathered for no reason at all. As a Read more…

Financial Advisor: Sara Gelsheimer on Helping Clients Reduce Taxes And Fears

Sara Gelsheimer, Senior Wealth Manager out of our St. Louis office had the opportunity to sit down with Jerilyn Klein Bier, of Financial Advisor. Sara shared her experience helping a client organize their financial life, save money on taxes, and have meaningful conversations about passing on wealth Read more…

Employee Benefits: What Are They and Why Should You Care?

When I accepted my first full time job which I would start after graduating from college, I was excited about having a job I knew I could build into a career. I was looking forward to moving to a city and being an “adult”, but I also had to think of the practical side of living on my own and being Read more…

The Path to Gender Diversity in the Advisory Profession

As a woman in the male-dominated advisory profession, I've experienced bias. I’ve had people assume I’m the assistant or note taker and had clients call me “sweetie,” seemingly because I was the only female in the room. Some have even questioned my age and whether I'm qualified to handle their Read more…

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