Five for Friday – October 16, 2026
Ross looks at the bull market’s 4th birthday, job openings on the rise, inflation, and rising yields.
You Derserve a Strategy That Adapts To Your Needs
We create financial strategies tailored to your goals.
Grow Your Finances
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Financial Advice Shouldn't Be Complicated
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Bull & Baird: Elections and You
Elections matter in many ways. But for your portfolio? They don't matter as much as you might think.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Planning Moves to Consider Before Year-End | 2026
Use these key moves to finish 2026 with purpose and prepare for the year ahead.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A Brief History of Estate Taxes
Federal estate taxes have long been a source of funding for the federal government.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Five for Friday – October 9, 2026
Ross looks at new highs, the effect of rising yields, the market’s current “cheapness,” and a couple of historical tidbits.