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How to Automate Your Finances in 5 Easy Steps

Plan For Life

How to Automate Your Finances in 5 Easy Steps

Jul 2, 2018 • 6 minute read

Remember in high school when you had to read The Odyssey? Homer’s epic told the story of Odysseus’...

Reduce Investing Anxiety by Focusing on This One Value

Investing

Reduce Investing Anxiety by Focusing on This One Value

Jun 4, 2018 • 4 minute read

The first time I went deep-sea fishing I learned a valuable lesson about focus. A few miles out to...

What You Need to Understand About Owning Bonds

Building Wealth

What You Need to Understand About Owning Bonds

May 7, 2018 • 5 minute read

Interest rates have been on the rise since 2013, but the latest move by the 10-year U.S. Treasury...

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 Advantages of Using Mutual Funds to Invest for Your Goals

Achieving Goals

5 Advantages of Using Mutual Funds to Invest for Your 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?