Investment Insights Blog | Plancorp | In the News

Small Business Monthly: Plancorp Named Best in Value 2019

Plancorp was voted one of "2019 Best in Value" firms featured by Small Business Monthly. We are thankful to be able to do what we do for our clients everyday and it is an honor to be recognized.  Read more…

On Wall Street: Daniel Lee on 'Why financial advisors should be part of employee wellness plans.'

Daniel Lee, Senior Wealth Manager out of our Silicon Valley office had the opportunity to sit down with Amanda Schiavo, of On Wall Street, to share his thoughts on the importance of employee wellness plans based on experiences. A excerpt can be found below, click the link below to read the article Read more…

Financial Planning: Dr. Bob on 'How to Help Clients Navigate the Medicare Maze"

Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences.  Read more…

Investor's Business Daily: Amy Jones Weighs in on 'Creative Advisor Recruiting Strategies'

Finding good talent can be difficult. Amy Jones, our Chief Talent Officer, weighs in on creative strategies for recruiting advisor talent with Morey Stettner of Investor's Business Daily. Below is an except from the article, click below to read the entire article.  Read more…

Peter Lazaroff is one of Investopedia's Top Advisors of 2019

Every year, Investopedia honors 100 financial advisors who are influencing the financial industry.  We are excited to announce that Peter Lazaroff has been named one of Investopedia's Top Advisors of 2019 for the second year in a row.  Read more…

Daniel Lee Wins UC Berkeley Teacher of the Year Award

Congratulations to Daniel Lee on receiving the UC Berkeley Extension “Tim Kochis Award for Teaching Excellence.” Daniel, the lead wealth manager of our Bay Area office, teaches several Financial Planning classes and also serves on the school’s advisory board. Read more…

Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple. A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition Read more…

Chris Kerckhoff Named a Forbes "Best-in-State Wealth Advisor" 2019

I  was recently named to one of the 2019 Forbes Best-In-State Advisors.  You can view the list in its entirety here. Read more…

Yahoo Finance: Peter Lazaroff Weighs in on 'Markets See Record Expansion'

I had the opportunity to talk with Yahoo! Finance about my market outlook for 2019, as well as why losses are a normal part of a healthy, functioning market. Read more…

CNBC: Peter Lazaroff on 'Earnings Recession More Likely Than Economic Recession in 2019'

I stopped by the CNBC studios this week to discuss U.S.-China trade talks—and strategies for investing in this market. Read more…

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