Lose Your Concentration: How To Protect Yourself from Single Stock Risk
The emotional and financial benefits of diversifying out of a hefty single stock position.
How Our Family Conquered Overspending on the Holidays
My wife and I got serious about budgeting the year we got married. We used the “envelope system”,...
The Best Way to Fund College Education: Intro to 529 Plans
Of all the options available for funding your children’s college, 529 plans are by far the most...
BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)
One of the first things I noticed when I started to work in this industry is how hard it is for the...
BrightPlan Founder Marthin De Beer Nominated for Innovator of the Year
Sometimes it has to get personal to force thinking outside the box. Marthin De Beer had become...
How to Prevent Lifestyle Creep
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
I’ve always been a fan of simplicity. One of my goals in founding Plancorp in 1983 was to simplify...
"DON'T PANIC." How I Stayed Calm When Stocks Fell
Last week SpaceX launched their first Falcon Heavy Rocket, releasing Elon Musk’s cherry-red...
7 Reasons to Choose a Goals-Based Financial Plan
In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you...
5 Reasons to Open an IRA and Max it Out Every Year
The Individual Retirement Account (IRA) is perhaps the best retirement savings tool.