In the News

St. Louis Business Journal: Larry LeGrand Named SSM Health Board Chair

With more than 35 years of experience in personal finance and corporate income tax planning, Larry LeGrand is Plancorp’s go-to expert on everything tax-related. He was recently named the new chair of SSM Health, succeeding David Cosby who completed his term as chair at the end of 2017. Below is an Read more…

Advisory HQ: Plancorp Named Among “Top 9 Best Financial Advisors in St. Louis”

Plancorp has been named to the list of “Top 9 Best Financial Advisors in St. Louis” for the third year in a row. The publication highlights our Women’s Initiative, “InspireHer,” which promotes financial literacy for our clients and women of the community. To learn more about the InpsireHer Read more…

Forbes: Chris Kerckhoff Named One of the ‘Best-In-State Wealth Advisors’

Congratulations to President and CEO Chris Kerckhoff on being named to the 2018 Forbes Best-In-State Advisors list, released late last month.  An excerpt from the Missouri is below, and you can view the list in its entirety here. Read more…

City Wire USA: Peter Lazaroff on Investments, His Career and more.

I had the opportunity to a answer a few questions about my personal investment choices, career and worries, to name a few. An excerpt is below, and the interview can be found in its entirety here. Read more…

Small Business Monthly: Chris Kerckhoff Named One of the Best Wealth Managers in St. Louis

Today, Small Business Monthly featured President Chris Kerckhoff in its list of the St. Louis area's best wealth managers. The full list of winners can be found below or at the link above. Please note: The wealth managers included in this list were nominated by Small Business Monthly readers. Read more…

RIA Channel: Peter Lazaroff on Democratizing Financial Planning Advice

Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image above. Read more…

U.S. News & Report: Jessie Weiss on Older Investors Learning from Millennials

I recently had the chance to speak with U.S. News & World Report about how “Older Investors Can Learn a Lot From Millennials.” Read more…

CNBC: Peter Lazaroff on Books to Help You Become Wealthier in 2018

Lorie Konish at CNBC included my brief about “The Elements of Investing: Easy Lessons for Every Investor” in her piece “8 Books to Help You Become Wealthier in 2018”. The piece highlights a few books investors can use as resources to better understand their savings habits. Read more…

Year-End Tax Tips, in Light of Tax Reform

Co-Written with Wealth Manager Scott Ngo, CFP®, CPA, PFS Read more…

U.S. News & World Report: The Importance of Disciplined Investing

I recently had the opportunity to speak with U.S. News & World Report regarding the importance of managing emotions in investing. I was quoted in its “Is Your Advisor Helping or Hurting Your Retirement Strategy?” piece, an excerpt of which is below. Read more…

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