Broker Check

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

Bull & Baird: When Uncertainty Reigns

What can a recent spring storm tell us about the market's current volatility?
Learn More
In the Markets Now: Selloff Summary for April 3

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.
Learn More
Making Sense of the Social Security Fairness Act

Making Sense of the Social Security Fairness Act

The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?
Learn More
All That Matters: What's New, What Isn't

All That Matters: What's New, What Isn't

How should investors interpret recent market volatility? And what’s different this time?
Learn More
Bull & Baird: Is Now Different?

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?
Learn More
The Difficulty in Calling a Market Top

The Difficulty in Calling a Market Top

Trying to “time the market” is both highly risky and incredibly difficult.
Learn More
Investing Starts at Home

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.
Learn More
Small Change

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.
Learn More

Financial Planning Calculators

Infographics

Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Learn More
5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.
Learn More
The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
Learn More
Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
Learn More

Recent Videos

Looking for More?

Click below to browse the archive for previously published articles and media.

Archive