Investment Insights Blog | Plancorp | Retirement Planning (11)

Fiduciaries: Adding Value with Fewer Headaches

With all the media coverage of the DOL's proposed fiduciary rule, the term “fiduciary” has become increasingly ubiquitous in normal conversation. But what exactly is a fiduciary, and how does it reflect the changing culture of financial planning and advisement? Read more…

Don’t Predict. Plan.

People check their portfolios way too frequently, which increases their chances of seeing a loss. Losses aren’t necessarily a problem – in fact, they are a crucial part of a well-functioning market – but the emotions that losses invoke cause us to make mistakes. Read more…

Changing the Rules of Retirement

I bought an airline ticket last night for an upcoming trip, thinking I’d found a deal. But after taxes, facility charges and carrier-imposed fees (what are those?), I was not feeling as confident in my purchase. Unfortunately, some employers feel the same way about their 401(k) plan—unsure if Read more…

5 Estate Planning Documents You Need

Estate planning is a little different for everyone.  While you are alive, the estate planning process allows you to manage and preserve your assets.  At death, your estate plan allows you to conserve and control their distribution after your death according to your goals and objectives. Read more…

Asset Location Strategies

Everyone is thrilled that tax season is behind us. Now it’s time to focus on future tax bills. Read more…