Plancorp Wealth Management

07/16/2026

☀️ What Our Employees Are Doing This Summer

From cheering at sporting events and attending concerts to celebrating graduations and exploring new places, our employees have had a busy summer.

We loved seeing the memories our team members shared and wanted to highlight a few of them here. Thanks to everyone who participated!

What's been your favorite summer memory so far?

07/14/2026

🎉 Join us in congratulating Kyle Clore on earning his CFP® certification!

This accomplishment reflects significant time, effort, and dedication to professional development. We're excited to celebrate this important milestone with Kyle and the Plancorp team. 👏

07/10/2026

📈 What’s really driving the markets in 2026?

In the latest episode of The Long Term Investor, Peter Lazaroff, CFA, CFP®, takes a midyear look at the market and explores some of the key themes shaping the investing landscape this year. From stronger-than-expected corporate earnings to the continued growth of AI-related investments, Peter discusses what's been happening beneath the headlines and why maintaining a long-term perspective remains important for investors.

While market news can change quickly, understanding the broader trends can help provide valuable context along the way.

🎧 Listen here:

Listen Now Welcome back. Today we’re doing a midyear market check-in for long-term investors: what has happened so far in 2026, why markets have been stronger than many expected, and what investors should watch as we move through the second half of the year. In a few weeks, I’ll be sharing my qu...

07/08/2026

🌟 We love being part of the Fresno community!

That's why our Plancorp Fresno team is especially honored to be featured in a recent Donor Spotlight from Hinds LifeCare. We're proud to support organizations that make a difference in the lives of local individuals and families every day. Hinds LifeCare serves Central Valley families through a variety of care and support services.

Thank you, Hinds LifeCare, for the recognition—and for all you do for our community. 💙

📖 Tap the link to read the full spotlight and learn more: https://hubs.ly/Q04nRwyJ0

In a newly renovated office space lined with floor-to-ceiling tinted windows, the conversation with Plancorp Wealth Management felt less like an interview and more like sitting […]

07/06/2026

💡 Financial literacy impacts nearly every major life decision, yet many people never receive formal education on how money works.

In the latest episode of The Long Term Investor, Peter Lazaroff sits down with Haley Sacks (Mrs. Dow Jones) to discuss overcoming money shame, building confidence, increasing earning potential, and developing healthier financial habits.

The conversation explores how small actions and financial awareness can help people feel more in control of their financial lives.

🎧 Listen to the episode:

Watch Now Listen Now Financial literacy is rarely taught, but it touches almost every major decision we make. In this episode of The Long Term Investor, I’m joined by Haley Sacks, better known as Mrs. Dow Jones, to talk about overcoming money shame, increasing your earning potential, spending with...

07/04/2026

Happy 4th of July!

Celebrating 250 years and the moments that bring people together—family, friends, and community.

From backyard BBQs to fireworks in the sky, we hope you have a safe and enjoyable holiday 🎆✨.

07/02/2026

Ever look back at a market move and think, “I knew that was going to happen”? 💭

In his latest podcast, Peter, our Chief Investment Officer, explains hindsight bias—the idea that once something happens, it suddenly feels obvious.

The challenge? That mindset can lead to overconfidence and decision-making based on hindsight instead of strategy.

💡 Markets don’t operate in hindsight—they operate in uncertainty.

🎧 Listen to the full episode:

Get updates for my new book here:   -----  After every major market move, investors are tempted to say, “I knew that was going to happen.” In this episode, we explore hindsight bias: the mental shortcut that makes the past look more predictable than it really was, and why that can be d...

06/30/2026

Mega IPOs are getting a lot of attention right now—and it’s easy to feel like you might be missing out.

But investing decisions driven by headlines can sometimes overlook the bigger picture.

The reality is:
✔️ Most investors don’t access IPO prices
✔️ Early performance can be unpredictable
✔️ Long-term fit matters more than short-term buzz

Want a clearer perspective? 👉 Check out our latest blog :

Explore the complexities of mega IPOs and how they fit into long-term investment strategies, emphasizing the importance of disciplined decision-making.

06/26/2026

Celebrating 5 years with Nicole Dexter! 🎉

Since joining Plancorp, Nicole has been a key part of our HR team—bringing a people-first mindset and a genuine commitment to enhancing the employee experience across the firm. Her passion for supporting our team and helping build a strong culture continues to make a lasting impact.

Thank you, Nicole, for everything you do. We’re grateful to have you on the team and look forward to what’s ahead!

06/24/2026

If you’ve ever wondered how to start teaching kids about money—you’re not alone.

It doesn’t have to be complicated. Simple, consistent conversations about saving, spending, and giving can help introduce important concepts and encourage thoughtful habits over time.

📖 Take a look at a few ideas to get started:

Teaching your children or grandchildren good money habits at a young age can instill smart spending habits they'll carry with them to adulthood.