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.
Have A Question About This Topic?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
To Consolidate or Not To Consolidate Your Student Debt
Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?
Surprises
Making the most of surprises is a great reason to work with us.
Bull & Baird: The Meaning of Life
Life asks for the same thing long-term investing does: perspective.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Protecting Loved Ones From Elder Financial Abuse
More than ever, seniors are becoming the targets of a hidden crisis: elder fraud. Here’s how to keep your loved ones safe.
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.
Is it Time to Make a Change?
When do you know? And when do you know you’re ready?
Building Your Legacy
A four-step framework for building a personal legacy.
View all articles
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Surprises
Making the most of surprises is a great reason to work with us.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
View all videos
-
Articles
-
Videos