Insights
Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning, retirement, and more. Browse through our media library to find expert opinions on your situations.
Bull & Baird: When Uncertainty Reigns
What can a recent spring storm tell us about the market's current volatility?
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In the Markets Now: Selloff Summary for April 3
The stock market had a fearful "sell everything" moment as it wrestled with how to process broad new tariffs.
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Making Sense of the Social Security Fairness Act
The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?
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All That Matters: What's New, What Isn't
How should investors interpret recent market volatility? And what’s different this time?
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Bull & Baird: Is Now Different?
The pace of change coming out of Washington has helped to fuel market volatility. Is now different than past rocky periods?
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The Difficulty in Calling a Market Top
Trying to “time the market” is both highly risky and incredibly difficult.
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Investing Starts at Home
Thinking about a home improvement? Here are a few that could actually pay off when you go to sell your home.
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Small Change
Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.
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Financial Planning Calculators
Infographics
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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Recent Videos
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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