Plancorp Wealth Management

09/02/2026

🌱 Investing in people is one of the most meaningful ways we can support the future of the financial planning profession.

We're excited to share that our Chief People Officer, Amy, is participating in the 2026 FPA GATHER cohort, collaborating with professionals from across the industry to explore leadership, talent development, and the future of our profession. 🤝

At Plancorp, we believe learning never stops. We're proud to support opportunities that encourage professional growth, fresh ideas, and stronger connections across the industry. 📚✨

We're looking forward to hearing Amy's insights and bringing those learnings back to our team. 💙

08/31/2026

Not all wealth management firms are the same. But how do you know what differences actually matter?

Choosing a financial advisor can feel overwhelming when many firms appear to offer similar services.

In our latest article, Kevin Daniel breaks down some of the most important factors to consider, from fiduciary responsibility to comprehensive financial planning and the overall client experience.

Whether you're exploring your options or simply want to better understand the wealth management industry, this article offers valuable insights to help guide your research.

📚 Read the article: https://hubs.ly/Q04vVwLh0

Discover key differences among wealth management firms that truly matter, from fiduciary standards to comprehensive planning, to make informed decisions.

08/27/2026

🎉 Happy 5-Year Anniversary, Samantha! 🎉

Today we're celebrating Samantha Dombek and five years with Plancorp!

Since joining the firm in 2021, Sam has been an important part of our team, contributing her knowledge, professionalism, and dedication every day.

Thank you, Sam, for all you've contributed over the last five years. We appreciate everything you do and look forward to celebrating many more milestones together!

08/25/2026

📈 Most people spend years climbing the ladder.

CEO. Partner. Physician. Business Owner.

But what comes after that?

Maybe it's becoming a Professional Tee Time Coordinator. ⛳ A Passport Stamper. ✈️ A Grandkid Spoiler. ❤️ Or simply doing whatever you want. 😄

At Plancorp, we help clients think beyond "When can I retire?" and start preparing for "What do I want retirement to look like?"

A thoughtful financial plan can help bring clarity to your goals, priorities, and the next chapter you're working toward.

👇 Tell us: What's the title on your retirement LinkedIn profile?

Learn more about how Plancorp helps individuals and families plan for retirement: https://hubs.ly/Q04s_yr10

08/22/2026

📚 Just 1 month until The Perfect Portfolio launches!

Coming September 22, Peter Lazaroff's newest book explores a simple but important idea:

"A portfolio built for 'anyone' is usually built for no one in particular."

There's no shortage of investing advice out there. The Perfect Portfolio takes a different approach by examining the principles behind building an investment strategy that reflects an individual's goals, timeline, and circumstances.

If you've ever wondered what really goes into creating a thoughtful investment portfolio, this book is for you.

📖 Get exclusive updates before launch day:
https://hubs.ly/Q04tJYLY0

08/21/2026

We're proud to celebrate our Chief Compliance Officer, John Sastry, who participated in the opening ceremony of the BMW Championship in St. Louis as a Veteran.

While the tournament brings some of the world's best golfers to our city, this moment was all about recognizing those who have served our country.

Thank you, John, for your service and for representing our team so well. We couldn't be prouder! ⛳👏

08/21/2026

📈 As life changes, your financial decisions become more connected.

Taxes, investments, retirement planning, estate planning, and other financial considerations don't exist in a vacuum. A decision in one area can have a ripple effect on the others.

In his latest article, Senior Wealth Manager Wade Wallace explores the concept of the "Complexity Threshold" and how recognizing it can help bring greater clarity to your overall financial picture.

📖 Read the full article: https://hubs.ly/Q04thHDh0

Discover the signs that indicate you've outgrown basic financial advice and learn when it may be time to consult a wealth manager for complex financial decisions.

08/19/2026

Your equity compensation isn't something you can afford to put on autopilot.

There are a lot of variables that need to be thoughtfully considered.

Our Advanced Equity Compensation Series tackles common topics related to equity compensation, from taxes and selling considerations to concentration risk and everything in between.

Derek Jess, CFP® and Brian Watson, CFP® discuss real-world questions and share perspectives drawn from years of helping clients navigate complex equity compensation situations.

🎥 Watch this introduction, then explore the rest of the series here: https://hubs.ly/Q04th-yd0



Important Disclosures: Content posted by this page is for informational purposes only and is not investment, tax, or legal advice. Plancorp, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk, and past performance does not guarantee future results.

08/17/2026

🏈 Football season is back, and for many fans that means cheering on their favorite team, gathering with friends, and maybe even placing a few bets.

As betting becomes more mainstream, understanding the financial risks is more important than ever.

Our latest article breaks down key considerations and potential pitfalls to help you make informed decisions.

📲 Read the full article here: https://hubs.ly/Q04rK0ty0

Parents may not realize the rising risk of online gambling exposure among teens, blending entertainment with financial habits that could impact their future.

08/14/2026

There's no shortage of investment options today. But building lasting financial success involves more than selecting investments.

🎙️ In the newest episode of The Long Term Investor, Peter Lazaroff talks with Vanguard's Liz Muirhead about the investing mistakes even smart investors make and why factors like behavior, discipline, diversification, and tax awareness can have a meaningful impact on long-term outcomes.

It's an insightful conversation about the challenges investors face and the value of having a thoughtful plan in place.

🎧 Listen here: Listen to Episode 269 (https://hubs.ly/Q04s-TTw0)

Important Disclosures: Content posted by this page is for informational purposes only and is not investment, tax, or legal advice. Plancorp, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk, and past performance does not guarantee future results.

Watch Now Listen Now Building a low-cost, diversified portfolio has never been easier. But easy access to good investments is not the same as knowing how to use them well. In this episode, I’m joined by Liz Muirhead, a senior portfolio strategist at Vanguard who has spent 29 years at the firm. We ...