Plancorp's Investment Insights and News | Institutional Asset Management

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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Valuations and Return Expectations

Valuation – the price you pay for earnings, assets minus liabilities, cash flow, etc – is one of the best indicators of future returns.  In general, we experience lower returns when valuations are high (i.e. stocks are more expensive), and higher returns when valuations are low (stocks are cheaper). Read more…

Charitable Giving: A Win-Win for Everyone Involved

Donating appreciated securities to charity makes much more sense than first selling the security, paying the taxes and then donating the remaining proceeds to the charity. As the donor, you save money on taxes and receive the full benefit of the tax deduction—and the charity receives the full value Read more…

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