Investment Insights Blog | Plancorp | Videos (2)

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…

Tying the Knot? Ask Your Partner These 4 Money-Related Questions

About 37% of Millennials believe their financial health is poor, according to a report from Business Insider. Throw another person into the mix — as is the case with a wedding — and the situation only becomes more complicated. Read more…

The Benefits of Being in The Global Association of Independent Advisors™ (GAIA)

I, and subsequently Plancorp,  was the founding member of The Global Association of Independent Advisors (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

What is the Global Association of Independent Advisors™ (GAIA)

I, and subsequently Plancorp,  was the founding member of The Global Association of Independent Advisors™ (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

Plancorp's CEO on Employee Development & Succession Planning

    At a recent TD Ameritrade conference, I discussed Plancorp's proactive approach to adopting new technology, as well as our partnership with BrightPlan.  Read more…

Peter Lazaroff Discusses Future Market Outlook on CNBC

I recently appeared on CNBC’s Worldwide Exchange with Brian Sully to talk about how investors should think about the market today. Read more…

RIA Channel: Peter Lazaroff on Democratizing Financial Planning Advice

Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image above. Read more…

Why We’re CEFEX-Certified Fiduciaries

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