We are very proud to announce two major awards for the Plancorp team. 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…
Daniel Lee Speaks to NerdWallet on Why Savings Rates Rates Are so Low?
Daniel Lee, Senior Wealth Manager out of our Silicon Valley office recently contributed to an article on NerdWallet on why savings rates are so low and what to do about it. A excerpt can be found below, click the link below to read the article in it's entirety. Read more…
RIA Channel: Plancorp Named in Top 100 Wealth Managers 2020
Plancorp is pleased to announce it has been named to the 2020 RIA Channel Top 100 Wealth Managers List. This year’s Top 100 ranking showcases wealth management firms based on size, growth and quality. 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…
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…
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’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…
