Wealth Management | Plancorp | Investment Strategy

It’s easy to look at an investment’s average rate of return and assume that your return on investment will be close to that number year after year. Read more…

For DIY investors it can get complex to understand the various ways in which investments or investment managers report their rate of return (ROR), especially if you have a day job and don’t spend all of your time digging in on these figures. In this blog we unpack the difference between an average Read more…

To Be, Or Not Airbnb. Should I invest in an Airbnb property? A recent trend over the past few years is to buy residential properties and rent them out as a vacation or short-term rental through websites such as Airbnb or VRBO. Investment properties aren’t new, but this technology promises to put Read more…

Proper investing is as much (if not more) about controlling your emotions as it is about understanding everything about the markets and current trends. Facilitating solid, logical decisions should be at the center of every investment strategy. Read more…

When it comes to saving for retirement, there’s no one “perfect” strategy. There are several paths to take depending on your income level, risk tolerance, and post-retirement lifestyle goals. Read more…

When considering outsourcing your investment management—whether for your personal finances your business or a nonprofit board you serve on, having a mutually agreed upon statement for how your investments will be managed is key to building a healthy, goal-focused relationship with your chosen Read more…

You’ve just been granted restricted stock units (RSUs). Congratulations! You’re likely here because you’re curious to know what questions you should ask your employer or your financial advisor about this unique income stream to avoid unexpected surprises in the form of an outsized tax bill or Read more…

When it comes to employee compensation, one size rarely fits all. Companies often customize equity awards to align with their goals and incentivize employee performance. For many, this means one of a few popular options: stock options, Employee Stock Purchase Plans (ESPPs) Restricted Stock Units Read more…

For high-income executives, the road to financial independence might feel well-paved thanks to high earnings. However, competing financial demands ranging from a mortgage and lifestyle expenses to daycare costs or college savings can derail even the best-laid plans. Read more…

After building an emergency fund and maxing out tax-advantaged retirement accounts like 401(k)s and IRAs, some investors find themselves contemplating the purchase of a rental property to continue building their net worth. Read more…