Lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Have A Question About This Topic?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Family Values: Charting Your Future
How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Maintaining Financial Well-Being Through a Divorce
Are you prepared for the transition of untying the knot?
Bull & Baird: Reelin' in the Year
What would be your soundtrack of 2025? Mike shares the songs he would pick to be the backdrop of this year in investing.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Bull & Baird: Inside Out
We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.
How To Talk With Your Family About Wealth
Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.
View all articles
Surprises
Making the most of surprises is a great reason to work with us.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
View all videos
-
Articles
-
Videos