Investment Insights Blog | Plancorp | In the News

GoBankingRates: Daniel Lee on How To Financially Prepare For Potentially Losing Your Job

Daniel Lee, Senior Wealth Manager out of our Silicon Valley office recently contributed to an article on being better prepared for job loss. A excerpt can be found below, click the link below to read the article in it's entirety. Read more…

COVID-19 Summarizing Recent Legislation and Tax Relief

As we all learn to live with the impact the coronavirus is having on our daily lives, recent legislation and relief from the federal government seeks to alleviate the financial impact of COVID-19. The most significant piece of legislation is the Coronavirus Aid, Relief and Economic Security Act. Read more…

7 Ways You Can Take Advantage of the Down Market

Volatility and risk are part of the stock market experience – it’s why stocks produce higher returns than less-risky assets over long periods of time. We say this often, it’s easy to forget when the market declines. Read more…

U.S. Treasury Extends Tax Filing Deadline, Some States Follow Suit

The Treasury Department and Internal Revenue Service recently announced that the federal income tax filing due date had been automatically extended from April 15, 2020 to July 15, 2020.  Saturday’s release updated the notice issued on March 18th that payments could be deferred but not filing.  Read more…

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…

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