Investment Insights Blog | Plancorp | Institutional Asset Management

Mega Backdoor Roth? Probably Not for Small Business Owners.

I’ve read the articles and maybe you have too; articles about Mega Backdoor Roths (MBRs) that promise a lot – but maybe don’t explain all the issues they may cause for certain businesses or people. In this article, I'm going to review what a MBR is, how it works, and while it may be good choice for Read more…

6 Smart Ways to Withdraw Retirement Funds and Lower Your Taxes

The global pandemic has had an enormous impact on all of our daily lives, but it presents a unique set of challenges to recent retirees. As the stock-market volatility continues, uncertainty over the future may leave you wondering the best way to draw down assets going forward.  Read more…

Is Your Advisor a Fiduciary?

The word fiduciary is all over the financial community. In fact, some businesses throw the word around so much it almost starts to lose its meaning – which is a shame, because the fiduciary standard should be a big deal to you as an investor. Read more…

What’s Your Cause?  How to Tie Board Decisions to Your Mission

­­Because one of my favorite things is pizza, I often joke that it gives me “purpose.” What better motivator is there during a long week than a family dinner at Farotto’s? Read more…

How to Build the Right Portfolio Benchmarks

A version of this article originally appeared on WSJ.com. Most people don’t know how to properly evaluate their financial advisor and overly rely on performance as the sole measurement of success. This is problematic because people tend to evaluate their portfolio over very short time horizons in Read more…

Benefits of Having a CEFEX-Certified Advisor

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What Does It Mean to Be CEFEX Certified?

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6 Signs It’s Time to Sell Your Business

There’s no right or wrong reason to sell your business; when you’re ready, you’re ready. Read more…

Reduce Tax Liability with These Tips

The end of the year is an exciting time for most of us. Crisper weather, holiday celebrations, family time ... And year-end tax planning. What's not to love? Read more…

How CEFEX Increases Trust in the Industry

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