Learning Center

“Change is the end result of all true learning.”

– Leo Buscaglia


For years our firm has been on the lookout for a source of new and timely information that would benefit our clients, content we judge our clients would find helpful and relevant as they work toward their financial goals. Our search is ended, and we are excited to share with you a new feature on our website. It provides an impressive collection of articles, calculators, videos, and presentations pertaining to Retirement, Estate Planning, Investments, Insurance, Lifestyle, and more.

This material is well written, informative, interesting, and relevant. You’ll want to visit often since it’s also updated frequently. Set a goal for yourself to read one article or watch one video per week. What a great way to educate yourself and build awareness of all the components of your financial picture…at your convenience, your pace, in the comfort of your home.


Click here for links to our favorite and most useful third-party websites, services, and apps.

Brian’s Blog

Catch up on Brian’s Blog with these recent posts.

Confessions of a Pack Rat

I don’t know how it happened; I just know what it feels like to come out in the open with my secret.  I don’t think I am a hoarder, and I suppose that is just what a hoarder may say, it’s just that I may be sentimental… maybe too sentimental.  I have mementos from our...

Greatest Generation

When I started in this profession, it was the late eighties and the people I was helping were just entering retirement.  Of course, this makes sense, and I have continued to help assist people make the transition from work to retirement.  What was unique about the...

A National Redirect

As a parent, I have learned a very valuable skill which I familiarly refer to as a “redirect.”  Of course, this only works on young children whose attention is easily shifted.  I have not tried it on twenty-somethings, but I have watched the caregivers that take care...


It appears that global pandemics cause people to behave in a crazy fashion.  There are endless examples, of which I will not recall for you; they are much less important than how this pandemic caused our family to behave strangely.  Being a clever person (and seeing...

Weekly Market Commentary

Catch up on the Weekly Market Commentary with these recent issues.

July 6, 2020

The Markets What a quarter! Who could have guessed a global pandemic would produce outsized stock market returns? Near the end of last quarter (March 23), the Standard & Poor’s 500 Index was down 30.75 percent for the year, and it looked like 2020 was going to be...

June 29, 2020

The Markets Blame it on the coronavirus. Stock markets in the United States and Europe retreated last week as the number of new COVID-19 cases increased steadily in America. On Thursday, there were more than 44,000 new cases, the highest daily total to date, according...

June 22, 2020

The Markets  Could it be the upside surprises? U.S. stock markets have marched higher despite a pandemic, an economic downturn, and social justice protests – and a lot of people have wondered why. Greg Rosalsky of Plant Money spoke with Nobel Prize-winning economist...

June 15, 2020

The Markets The Nasdaq Composite dipped its toes into record territory last week before retreating. Stock indices in the United States rallied early last week on optimism about the reopening of businesses across the country. The Nasdaq Composite rose to 10,000 for the...

8 Good Reasons

Here are eight good reasons why working with a certified financial planner can help improve your financial future.

MFS Infosheets

MFS Investments publishes “infosheets” on a range of personal financial issues. We have found them to be uniformly interesting, well written, and worth sharing with our friends and clients.

Let’s start the conversation. Call 231-933-0846 or click here.