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.”
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Debt Stress
There’s a link between debt and stress.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Smart Moves for a Healthier Medical Practice
These small-business strategies can help your healthcare practice grow and your headaches shrink.
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.
Giving Love - and Money - to the Grandkids
Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Surprises
Making the most of surprises is a great reason to work with us.
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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
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