Investment Insights Blog | Plancorp | Videos (2)

How to Financially Prepare for a Divorce

It's not a pleasant topic, but when divorcing, you want to be as financially prepared as possible. Join Senior Wealth Manager, Sara Gelsheimer, as she walks through the 3 steps to financially prepare for a divorce.   Read more…

How to Save if You're Expecting a Baby

Join busy parents and Plancorp employees, Senior Wealth Manager, Sara Gelsheimer, and Chief Investment Officer, Peter Lazaroff, as they talk through important financial considerations to keep in mind when saving for a baby. Read more…

Investment Gifts: Creative Ways to Give Money to Your Kids

Pop Quiz: You have 10 seconds to name what your parents gave you for Christmas when you were 15. Go! It’s almost impossible to think of even one thing, right? Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off Read more…

Video: Restricted Stock Units (RSUs). What Are They? How Do They Work?

In this video, Senior Wealth Manager, Daniel Lee and Chief Investment Officer, Peter Lazaroff, discuss what Restricted Stock Units (RSUs) are, what vesting is, how taxes for RSUs work, share blackouts and more. Read more…

Things to Consider Before You Buy a Home

Join Plancorp Senior Wealth Manager, Sara Gelsheimer, as she goes through the 6 misconceptions and considerations to keep in mind when contemplating a home purchase. Read more…

InspireHer Business Owner Spotlight - Dr. Becky Lynn, CEO & Founder of Evora Women's Health

Join InspireHer founder and Senior Wealth Manager, Sara Gelsheimer, for a chat with physician, founder and hard-working mom, Dr. Becky Lynn, of Evora Women's Health at St. Luke's Hospital in Chesterfield, MO. Dr. Lynn discusses starting her new women's health clinic at the beginning of the Read more…

Getting the Most Out of 529 College Savings Plans

Want to get the most out of your 529 College Savings Plan? If one of these special situations apply, you may be able to shop 529 plans in an effort to reduce fees and gain access to additional features and benefits not available in your state-sponsored plan. Don't miss this short informative video Read more…

New Year Planning Tips and Resources

As we begin the new year, this is the time to review your financial plan and work towards a successful financial plan for 2021. In this video Peter Lazaroff, Chief Investment Officer and Daniel Lee, Senior Wealth Manager give their top financial planning tips. You will find a list of their tips as Read more…

Timely Topic: What You Should Know About a Donor Advised Fund

As end-of-year tax planning draws to a close, there is still a small window of time to set up a Donor Advised Fund if you wish to make charitable donations in the next few years and take advantage of the tax benefit from charitable giving. Read more…

3 Icebreakers For Difficult Conversations With Your Parents About Money

How do you approach difficult conversations about money with your parents? A survey from GoBankingRates found that 73 percent of adults have not had in-depth conversations about money with their parents, which comes as no surprise. Read more…

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