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.”
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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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.
Bull & Baird: Resilience
Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
Guidance That Grows With You: The Role of Your Advisor
How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.
Bull & Baird: Inside Out
We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Practical Strategies to Safeguard Your Online Information
What can you do to protect yourself? Here are a few real-world strategies to keep in mind.
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?
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Surprises
Making the most of surprises is a great reason to work with us.
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