Wealth Management | Plancorp | Wealth Management (2)

You may have noticed that advisors go by many different professional titles, which are often followed by a trail of different three-letter acronyms representing special designations. They seem important—but not all titles and credentials are as valuable as they sound. Read more…

While women certainly seem to be taking a greater role in making household financial decisions, men still make the majority of them. The unfortunate reality is that women are much more likely to become widowed. In fact, more than 60 percent of women between the ages of 75 and 84 are single or Read more…

We are facing risks unlike any we’ve dealt with in our lifetimes. Being told you’re in danger triggers all your evolutionary defense mechanisms intended to keep you safe. Unfortunately, none of these instinctive reactions are useful in the arena of long-term investing. Read more…

The wealth management industry can no longer ignore the rise of fintech. Investors have pumped more than $100 billion into the fintech market since 2010—including $6 billion in the first quarter of 2019. Those investments are going toward things like robo-advisors and investment apps that help Read more…

Global stock markets have fallen significantly in response to the spread of the coronavirus. While market losses of this magnitude are not uncommon, the speed at which the losses have occurred are a bit more unusual. Read more…

Many big-name companies have taken the plunge recently and gone public. The move to unroll an initial public offering or IPO, is often a lengthy decision process that follows years of hard work building up a brand. The fallout can be sudden, requiring its employees to create an IPO wealth Read more…

Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. Read more…

In a world where the DOL Fiduciary Rule is presumed dead- and we have different regulatory bodies, primarily the SEC, coming in with new rules- transparency has become paramount. Read more…

You probably know what you are looking for in a financial planner: Someone who is honest, hard-working, ethical, and will always act in your best interests. In fact, you'd expect that to always be the case with financial planners...right? Read more…

Today the Department of Labor released new rules regarding retirement savings advice. We will post a more detailed analysis in the future, but today I want to explore the different standards in place and provide an initial reaction to the new rules. Read more…