Wealth Management | Plancorp | Institutional Asset Management

The Importance of Managing Your Non Profit Financial Assets

Being involved with a non-profit organization likely means you're driven by a strong sense of passion and purpose. However, have you ever paused and considered that overseeing your non-profit's financial assets is equally vital to your success as the mission you advocate for? Read more…

A Guide to Asset Allocation Models

Asset allocation is a relatively simple concept: It involves dividing your investment portfolio among various assets—including stocks, bonds and cash—in an effort to balance risk and reward. Read more…

Asset Allocation

Asset allocation is the most important decision a long-term investor makes, and it’s one of the few things in the world of investing that is fully within your control. A famous paper published 1986 determined that asset allocation explains 93.6% of variation in portfolio returns. It’s worth noting 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…

Asset Location Strategies

Everyone is thrilled that tax season is behind us. Now it’s time to focus on future tax bills. Read more…

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