We set out on a mission to do two critical things while celebrating 40th years in business: share the philosophy and stories that have contributed to our success over decades and chart a course for where we expect to go in the coming years. Read more…
A New Podcast Designed to Help You Improve as a Long Term Investor
After several years of deliberation, I’m finally launching a podcast. I’m excited to introduce you to The Long Term Investor, a financial podcast designed to distill complex topics into easily digestible lessons and make you a better investor. Read more…
Former President of Cass Commercial Bank Joins Plancorp
We are excited to welcome Robert Mathias to the Plancorp team. He is serving as Business Development Manager. 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…
We Opened a New Office in San Jose
On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, Read more…
Why I’m Thrilled to Open Plancorp’s Doors in Nashville
It's been nine months since I walked into our president’s office to make a fairly bold ask: would Plancorp support me in a move from St. Louis to Nashville? Read more…