Insights

Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:

Bull & Baird: What Gets Attention is Rarely Valuable

The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.

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How Your Bonus Is Taxed

How big a bite does the IRS take out of your bonus check – and what can you do about it?

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When Is the Right Time To Refinance Your Mortgage?

Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

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Keeping Your Legacy Secure

Simple strategies for protecting your assets from creditors and lawsuits

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