Thanks to all who attended Plancorp’s client appreciation event on March 13th 2019. We were thrilled to welcome Apollo Lupescu, Vice President at Dimensional, to discuss “staying the course in turbulent times.” Read more…
Four Reasons Why a Starter Home Is a Bad Investment
Owning a first home is an exciting prospect. It has long been part of the quintessential American Dream. While owning your own house comes with many intangible benefits that are difficult to quantify, there is a financial aspect you must consider. A house and its mortgage will likely be the biggest Read more…
Market Correction Update
Stock markets have been choppy lately, with the S&P 500 off more than 10% from its highs. A decline of this nature is broadly labeled as a “correction.” While it’s never fun to see your portfolio take a hit, losses are a normal part of investing. During bull markets since 1945, the S&P 500 has Read more…
How Markets Work
My father-in-law, Tom, is the king of buying and selling used cars. Every two or three years he sells his car and buys another used car. And if he doesn’t come out ahead every time, he seems to at least break even. Read more…
Got Company Stock? Don’t Make This Common Mistake
I meet with a lot of executives, managers, and other highly compensated employees of publicly-traded companies, and I often spot a big red flag in their portfolios: They have lots of money tied up in the stock of the companies they work for. Read more…
Going Global with Your Portfolio
If you’re like me, the wrap of last month’s Olympic games left you wondering: What do I watch on TV now? The global competition gave us all new respect for how much time and dedication Olympic athletes put in for the games, a sense of inspiration for the next generation, and a view into how global Read more…
How to Prepare for a Market Downturn
One of the first things to accept as an investor is that you will occasionally lose money – sometimes a lot of money – on the way to earning a decent return in stocks. The market will take unpredictable twists and turns throughout your lifetime. Read more…
Are You a Saver or an Investor?
Picture yourself holding a $100 bill in your hand. What sounds more appealing: Read more…
Should You Invest in Bitcoin?
The frenzy around cryptocurrencies only goes up by the day. All the excitement drives everyone from experienced professionals to average investors to wonder: what should you do with Bitcoin? Read more…
Why Alternatives Are Bad for Your Portfolio
It’s never been easier for investors to add exposure to alternative investments into their portfolios. Read more…
