Investment Insights Blog | Plancorp | Investing (3)

How to Hack Your Health Savings Account to Capitalize on its Tax Advantages

It’s easy to ignore what we don’t understand – including something like an Health Savings Account. But plenty of professionals leave money on the table by not making the most of these tax-advantaged accounts. Read more…

Myopic Loss Aversion

How often do you look at the stock market or check your investment portfolio? The Digital Age has made access to stock market data and real-time portfolio values increasingly easy.  The problem with easier access to real-time market data is that investors can lose sight of the big picture as their Read more…

Compounded Annual Return vs. Average Annual Return

Compounded Annual Return Read more…

End-of-Year Tax Planning Tips

My first opportunity to vote in a presidential election was the year 2000. Bush v. Gore. Hanging chads. A month of legal battles until we had a President Elect. I always wondered whether another election would surpass that chaos. 20 years later I have my answer. 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…

Tying the Knot? Ask Your Partner These 4 Money-Related Questions

About 37% of Millennials believe their financial health is poor, according to a report from Business Insider. Throw another person into the mix — as is the case with a wedding — and the situation only becomes more complicated. Read more…

3 Useful Company Employee Benefits Policies for High Earners

Employee benefits can have a significant impact on wealth accumulation, but the International Foundation of Employee Benefits Plans reports that 80% of companies struggle to get employees to read benefits materials. If you don’t correctly understand your company’s employee benefits policy, you Read more…

Should You Stop Renting and Buy A House?

There are plenty of pros and cons of buying versus renting a home. For Millennials who dream of putting down roots in a place of their own, it’s crucial to weigh several factors. “Should I buy a home or keep renting?” Read more…

What Are Restricted Stock Units (RSUs) and How Do They Work

Just as a single piece in a puzzle can be difficult to decipher all by itself, a Restricted Stock Unit (RSU) can be a bit of a head-scratcher as a stand-alone asset. Read more…

Unpacking the Mega Backdoor Roth IRA

Admittedly, the “mega backdoor Roth IRA” is a mouthful of a term. I wonder who came up with it? It’s as if they took their cue from Barnum & Bailey’s Greatest Show on Earth. Read more…

1 2 3 4 5