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.”
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Family Governance: A Key to Maintaining Your Legacy
As your family expands, a governance plan can help keep your vision, values and mission on track.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
Smart Moves for a Healthier Medical Practice
These small-business strategies can help your healthcare practice grow and your headaches shrink.
Bull & Baird: The Meaning of Life
Life asks for the same thing long-term investing does: perspective.
Funding Your Career Break: A Step-by-Step Guide
Taking time off work? Here’s a guide to funding your career break without derailing your financial goals.
Keep Your Private Information Private
Here are some easy steps you can take to keep your personal information away from prying eyes.
Bull & Baird: Inside Out
We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.
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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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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