Lifestyle | Daniel Monahan

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.”

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Surprises

Making the most of surprises is a great reason to work with us.

Bull & Baird: Reelin' in the Year

What would be your soundtrack of 2025? Mike shares the songs he would pick to be the backdrop of this year in investing.

Is it Time to Make a Change?

When do you know? And when do you know you’re ready?

Family Values: Charting Your Future

How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?

Maintaining Financial Well-Being Through a Divorce

Are you prepared for the transition of untying the knot?

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.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Surprises

Making the most of surprises is a great reason to work with us.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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.

To Buy or Not to Buy

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

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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Articles

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Built To Last: Why Multigenerational Teams Matter

Go beyond a one-size-fits-all approach by working with a multigenerational team of advisors.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

How To Talk With Your Family About Wealth

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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Videos

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos