Six Tips to Stay on Track in the Off-Season

Kyle Schmidt
Baseball Division, Wealth Management

As the professional baseball season winds down and players contemplate off-season plans, don't overlook these crucial tips to keep your – and your family’s – financial goals on track. Tip 1: Evaluate Your Current Financial Status With any evaluation, whether on or off the...

Five Star Professionals

2019 Five Star Wealth Managers Recently, Bill Harris, CFP®, co-founder of BIP Wealth, and Jim Poole, CFP®, a personal wealth adviser in BIP Wealth’s Professional Baseball Division, received the 2019 Five Star Wealth Manager Award which recognizes outstanding investment profe...