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Going Global: Olympic Lessons in Investing

Building Wealth

Going Global: Olympic Lessons in Investing

Apr 12, 2018 • 3 minute read

 If you’re like me, the wrap up of this year’s Olympic games left you wondering: What do I watch on...

How to Prevent Lifestyle Creep

Achieving Goals

How to Prevent Lifestyle Creep

Mar 28, 2018 • 4 minute read

If you place your hand in a bowl of lukewarm water and start heating it, you’re unlikely to notice...

5 Reasons Mutual Funds are the Best Investment Vehicle for Your Financial Goals

Achieving Goals

5 Reasons Mutual Funds are the Best Investment Vehicle for Your Financial Goals

Mar 22, 2018 • 3 minute read

I’ve always been a fan of simplicity. One of my goals in founding Plancorp in 1983 was to simplify...

Court of Appeals Invalidates Fiduciary Rule. Is Your Advisor Putting You First?

Building Wealth

Court of Appeals Invalidates Fiduciary Rule. Is Your Advisor Putting You First?

Mar 21, 2018 • 3 minute read

I am thrilled that the fiduciary rule continues to be in the news. Sure, the Court's opinion is...

How and Why I Gave My Four-Year-Old an Allowance

Plan For Life

How and Why I Gave My Four-Year-Old an Allowance

Mar 9, 2018 • 3 minute read

Last month, I started giving my four-year-old son an allowance.

Women Are Better Savers than Men. Here's Why We Need to Invest, Too.

Building Wealth

Women Are Better Savers than Men. Here's Why We Need to Invest, Too.

Feb 26, 2018 • 3 minute read

Picture yourself holding a crisp $100 bill in your hand. What sounds more appealing?

Achieving Goals

"DON'T PANIC." How I Stayed Calm When Stocks Fell

Feb 16, 2018 • 4 minute read

Last week SpaceX launched their first Falcon Heavy Rocket, releasing Elon Musk’s cherry-red...

What to Do When the Stock Market Drops

Building Wealth

What to Do When the Stock Market Drops

Feb 9, 2018 • 2 minute read

Yesterday, the Dow Jones Industrial Average and S&P 500 entered “correction territory,” meaning...

7 Reasons to Choose a Goals-Based Financial Plan

Achieving Goals

7 Reasons to Choose a Goals-Based Financial Plan

Feb 8, 2018 • 5 minute read

In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you...

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