Wealth Management | Plancorp | Investment Strategy (4)

In our Family Office practice, we field a lot of questions from clients who are interested in alternative investments. Perhaps you’ve also wondered whether you could improve on your investment portfolio by branching out beyond your core stock/bond asset allocations. With all the possibilities to Read more…

There’s one more important detail to pay attention to when comparing advisors: The way they get paid. Unfortunately, not all advisors operate by the same methods, and how an advisory firm generates revenues and compensates its employees is a critical factor in the quality and type of advice you Read more…

Your advisor is your personal contact and captain of your wealth management strategy, but it’s important that he or she is backed by a strong team. That’s why it’s critical to look beyond your individual advisor and learn about the entire firm. Read more…

Every family is unique, and everyone has their own questions, priorities, and vision for the future. However, there are certain life events or financial situations that are especially complex and call for deeper expertise from a financial advisor. Read more…

How old were you when you first started seriously thinking about money? For me, it was when I was eight, based on “The Money Tree” book that I “authored” for a third-grade assignment. Read more…

Bitcoin and other cryptocurrencies have delivered eye-popping returns in 2020 and 2021. All kinds of crypto – including what started as a joke and meme, Dogecoin – are receiving heightened media attention as a result. The value of Bitcoin and cryptocurrencies has risen sharply in past months. But Read more…

Gold is shiny and makes nice jewelry, but it doesn’t impress me as an investment. Read more…

After years of inflation readings well below 2%, financial markets expect to see higher inflation in 2021. Read more…

“I said it would happen.” “It had to happen.” “I knew it would happen.” You’ve probably made statements like these at one point or another. That’s because once an event occurs, our brains immediately connect the new information from what happened to related knowledge stored in our memory. By making Read more…

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…