The end of the year is traditionally a good time to tackle tax planning, but this year’s tax reform has narrowed the window of opportunity a bit. Plancorp’s Brian King (Chief Planning Officer) released this note a few days ago to our clients with...
The frenzy around cryptocurrencies only goes up by the day. All the excitement drives everyone from experienced professionals to average investors to wonder: what should you do with Bitcoin? If you’re one of those people asking that question (and many others around...
This week marks my one-year blogiversary. Although I’ve been blogging since 2008, this post marked the first time I wrote and published something on my own site. All and all, this was a really big year for me. I had a second child, became an owner at Plancorp, helped...
Earlier this month, BrightPlan released its digital financial planning and investment platform to the public. As Co-Chief Investment Officer for both Plancorp and BrightPlan, I’ve had the great privilege of working with an outstanding team to digitize...
