It was such an honor to begin contributing to The Wall Street Journal last year. Now I’m even more excited because two of my articles (that appeared online and in print) were included in the Top 5 Investing Posts. Before You Roll Over Your 401(k), Read This Coming in...
Remember in high school when you had to read The Odyssey? Homer’s epic told the story of Odysseus’ journey home to Ithaca, which included a part where Odysseus and friends had to sail past the island of Sirens. The Sirens sang a song no sailor could resist. But if...
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...
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...
The charts below were created by Plancorp to summarize the key provisions within the proposed House and Senate bills as they currently stand. This is not an all-inclusive list, but gives you a good idea of the differences as it stands today (the Senate bill may...
Your emergency fund can help you cover the cost of life’s unpleasant surprises like medical bills, car repairs, or even job loss. Without one, these unfortunate situations become even worse, as you could face some tough decisions when things don’t go according to...
