Wealth Management | Plancorp | Wealth Management (3)

When you’re looking for a professional to help manage your finances, the terms financial advisor and wealth manager might seem interchangeable. But when you take a step back and think deeply about the role you need that professional to play — and the value they offer — you start to see important Read more…

There’s one more important detail to pay attention to when comparing advisors: The way they get paid. Unfortunately, not all advisors operate by the same methods, and how an advisory firm generates revenues and compensates its employees is a critical factor in the quality and type of advice you Read more…

Ever wonder what goes into becoming "CEFEX-certified"? It's more of a rigorous process than you might think. CEFEX-certified firms adhere to a standard representing the best fiduciary practices in their industry. The standards include specific criteria which have been substantiated by regulation or Read more…

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…

The potential value of a relationship starts with the person who will be guiding your financial decisions. You’re looking for someone with deep knowledge and experience to back up their advice, and you want to gauge whether that advisor is a good fit for your family’s needs. Above all, you want Read more…

A productive working relationship with an advisor begins with trust and transparency. Even before you dive into the details of the advisor’s services, you want to understand key issues that reflect how they define and uphold their commitment to clients. This is true for any advisor, and is 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…

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

Physicians in most specialties have no “products” to sell other than their expertise and advice. For that reason, productive use of time, both at work and at home, is critical. It has taken on increased importance among resident physicians at the beginning of their careers, for whom lifestyle 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…