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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:

In the Markets Now: Selloff Summary for June 5, 2026

In the Markets Now: Selloff Summary for June 5, 2026

Equity markets fell on Friday, June 5 as the prospect of higher rates met AI anxiety and sent investors into profit-taking.
Bull & Baird: The Meaning of Life

Bull & Baird: The Meaning of Life

Life asks for the same thing long-term investing does: perspective.
In the Markets Now: Betting Boom

In the Markets Now: Betting Boom

The line between investing and gambling has blurred. Ross adds some clarity.
All That Matters: The Next Bear Market

All That Matters: The Next Bear Market

The next bear market is inevitable – will you be prepared?
Five for Friday - June 12, 2026

Five for Friday - June 12, 2026

Ross talks about IPO hype, data centers and the next bull market, and how not every company in a winning sector wins.