Wealth Management | Plancorp | Personal Finances (2)

In late 2017, I was tasked with building Environmental, Social, and Governance (ESG) portfolios for Plancorp. To be honest, I was initially less than thrilled; my past experiences with these types of portfolios were not necessarily positive. Read more…

The American Enterprise Institute estimates 91% of American families will receive a check from the US government as part of the $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act. They also expect the average Recovery Rebate check to be $1,729, with some Americans receiving them Read more…

Sara Gelsheimer, Senior Wealth Manager out of our St. Louis office had the opportunity speak to Eric Roberge of Business Insider. Sara shared her insights on the conflict that exists for a client when their advisor is getting paid a commission. An excerpt can be found below, click the link below to Read more…

As a current student, I can tell you with certainty that college is a weird time. Eighteen-year-olds are thrown into a tiny room in a miniature city with electric scooters instead of cars and party mansions instead of houses. Combine the already jarring lifestyle change with the ever-looming fear Read more…

“How much money do you make?” If that question makes you uncomfortable, you are like most Americans who believe money is a taboo subject, much like politics and religion. However, the Millennial generation may be changing this ideal. Read more…

Remember in high school when you had to read The Odyssey? Read more…

Instilling the value of money in our children is a difficult task for most anyone. There are so many questions to consider. What age do we start talking about money? How much of an allowance should we give our children? How should we encourage them to spend/save their money? Read more…

My wife and I got serious about budgeting the year we got married. We used the “envelope system”, made popular by Dave Ramsey, to set aside cash for key expenses every month and give every dollar a mission. We stayed on track, for the most part, with two exceptions: holidays and birthdays. Read more…

A version of this post was originally authored by Peter for Forbes. Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to Read more…

We’ve all been there: scrolling through our phones to see the perfect beach picture just posted by our friend on our social media, immediately inciting FOMO (Fear Of Missing Out). It’s easy to get caught up in the perfection that can be misjudged here; you don’t see the money that was saved up over Read more…