Plancorp Wealth Management

10/23/2026

💡 How much cash should you keep on hand?

Our own Wade Wallace was recently featured on ABC30's Watching Your Wallet, discussing emergency savings, upcoming expenses, and the balance between saving and investing for the future.

Check out the segment: Watch the feature
https://hubs.ly/Q04C5KtB0

10/22/2026

💡 RSUs can create a lot of questions, especially when the number of shares that vest doesn't match the number that appear in your account.

Understanding the release process, tax withholding, and other common factors can help provide clarity around your equity compensation.

Explore the details in our latest article: Read the article https://hubs.ly/Q04B-hHh0

Explore whether growth or value investing is better for high-net-worth investors and discover why diversification and rebalancing are key to long-term success.

10/21/2026

📖 We're pleased to see Charley Meyer, Director of Institutional Asset Management at Plancorp, quoted in AI-CIO Magazine's article,"What the Great Wealth Transfer Means for Endowments and Foundations.

The article explores evolving donor expectations, including the growing importance of stewardship, transparency, and education in charitable giving.

As Charley shared:
"What I've seen is the successful nonprofits shifting from fundraising alone, to donor stewardship."

💡 The discussion highlights how organizations are thinking about long-term donor relationships and helping donors better understand how their charitable assets may be used to support their mission.

📖 Read the full article here: Read the AI-CIO article https://hubs.ly/Q04BR3nx0

Nonprofits should begin engaging with the next generation of donors early, sources say, and should broaden the vehicles they use to accept donations.

10/20/2026

💡 What should you look for when evaluating a financial advisor?

In this article, Ranie Verby explores several considerations that may help individuals assess wealth management firms, including fees, service models, advisor credentials, and standards of care. The article also highlights several advisory firms with a presence in the St. Louis area.

📖 Whether you're reviewing your current advisory relationship or beginning your search, understanding the questions to ask can be a valuable first step.

👉 Read more: https://hubs.ly/Q04Bt4YM0

Discover the top financial advisors in St. Louis and learn how to choose the right wealth management firm for your financial goals. Explore expert recommendations and valuable insights.

10/19/2026

🚤💭 Building financial security is an important goal, but what comes next?

In this article, Valeriane Wilson examines the idea of purposeful spending and shares perspectives on how spending decisions may relate to an individual's values, priorities, and long-term financial goals.

The article explores questions to consider when evaluating significant expenses and highlights the importance of understanding financial trade-offs within the context of a broader plan.

📖 Read more: https://hubs.ly/Q04Bt3DX0

Explore the balance of purposeful spending and financial planning, emphasizing how to align your money with your life goals and meaningful experiences.

10/16/2026

📈 Retirement. 💼 Equity compensation. 🏢 Selling a business. ❤️ Leaving a legacy.

As life evolves, financial decisions often become more interconnected. In this article, Ranie Verby highlights eight common situations where individuals may benefit from taking a broader look at how taxes, investments, retirement planning, and estate planning work together.

🔗 Read more: 8 Financial Turning Points That Call for Professional Advice https://hubs.ly/Q04BmgpN0

You deserve the peace of mind that comes with knowing your finances are in good hands throughout every change in your economic status.

10/15/2026

💡 Today is HSA Day!

Health Savings Accounts (HSAs) are often discussed as a way to save for healthcare expenses, but they may offer additional planning benefits for individuals who qualify.

HSAs feature a unique combination of potential tax advantages: ✅ Contributions may be tax-deductible ✅ Earnings can grow tax-deferred ✅ Qualified medical withdrawals are tax-free

To mark HSA Day, we're highlighting two resources that explore HSA planning considerations and their potential role in a broader financial plan:

📖 Read more: HSA Planning Considerations https://hubs.ly/Q04BhtmH0 https://hubs.ly/Q04BhtnF0

10/14/2026

We were honored to have our President & CEO, Chris Kerckhoff, participate in a panel discussion at WashU Olin Business School focused on AI and the future of wealth management.

Alongside industry leaders and our partners at Cognicor, the discussion explored how technology continues to influence the financial services industry and create new opportunities for firms and clients alike.

Thank you to everyone who helped make this event a success and contributed to the conversation.

10/12/2026

Growth stocks and value stocks are often discussed as competing investment styles, but the reality is more nuanced than choosing one over the other.

In his latest article, Jonny Yazdi explores the key characteristics of growth and value investing, how each has performed during different market environments, and why predicting which style will lead next can be challenging. The article also highlights the role diversification can play in a long-term investment strategy.

If you've ever wondered how growth and value stocks differ or how they fit within a broader portfolio, this article offers helpful insights.

📖 Read the article: Growth vs. Value Investing https://hubs.ly/Q04zQS_y0

Explore whether growth or value investing is better for high-net-worth investors and discover why diversification and rebalancing are key to long-term success.