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.

The First Meeting

The First Meeting

  Meeting with a financial advisor for the first time can feel intimidating. In this video Brian gives you an idea of what you can expect during a first meeting with Intentional Wealth Advisors....

What do YOU want?

What do YOU want?

All I want is a new paddle for my stand-up paddle board and a new bike.  Is that too much to ask for?  Apparently, it is. Last summer, a friend loaned me his very nice carbon fiber paddle to try out while I was paddling on my board.  Previously, I would have told you...

Market Volatility

Market Volatility

  Market volatility is scary. We get it. The last thing you want to do is lose a large portion of your nest-egg when you're in the retirement red-zone. In this video I'll share with you 5 tips for...

Weekly Market Commentary

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

April 12, 2021

The Markets Investors didn’t stumble over inflation last week. Why not? Inflation – rising prices of goods and services – can be measured in a variety of ways. For example, the Consumer Price Index considers changes in the amount consumers pay for goods and services –...

April 6, 2021

The Markets Zoom, zoom, zoom. Big economies tend to recover from recessions about as quickly as semi-trucks accelerate from stop lights. In other words, recovery tends to be slow. That may not be the case this time. “Everything in this economic cycle is happening at...

March 29, 2021

Last week, unemployment claims were looking good and consumers were feeling good. The number of Americans applying for first-time unemployment benefits declined. Just 684,000 people filed claims during the week of March 20, down 97,000 from the week before, according...

March 22, 2021

The Markets What are professional asset managers thinking? Bank of America recently published the results of its March global asset managers’ survey, which polls 220 professional investors responsible for about $630 billion in assets, reported Julia La Roche of Yahoo!...

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.