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.”
Surprises
Making the most of surprises is a great reason to work with us.
Have A Question About This Topic?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Saving for College: A Brief Guide for Parents
Key questions to help you get started on funding your kids’ education.
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.
Wealth Management in Real Life
Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.
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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Bull & Baird: Inside Out
We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
View all articles
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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Surprises
Making the most of surprises is a great reason to work with us.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
View all videos
-
Articles
-
Videos