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.



Recently I had a conversation with a realtor friend who had a deal fall through for a parcel of land because the buyer found out the construction costs have gone up so high that it rendered the deal untenable.  We have all heard stories of lumber prices jumping,...

I Don’t Mind If I Do…

I Don’t Mind If I Do…

There is something deeply relaxing about laying in a hammock.  In fact, more people around the globe are discovering this ancient tool for relaxation.  I heard recently that hammock sales are some of the briskest ever.  I looked it up for this blog and found a...

Now What?

Now What?

This is a time of year when we to celebrate our high school and college graduates.  It is an exciting, sometimes thrilling time for our young people as they step out on the edge of the nest, test their wings and leap into their future.  And that is almost exactly how...

When the Proud are Humbled

When the Proud are Humbled

In our last quarterly newsletter for our clients, the theme was “Healthy Living”, and my contribution was all of the things we can do to help our immune system, in addition to the preventive measures we can take to avoid contracting Covid.  Within 24-48 hours of that...

Weekly Market Commentary

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

July 25, 2021

The Markets  Shortest ever. Last week, the National Bureau of Economic Research (NBER) finally announced the official dates for the recession that occurred in 2020. Economic activity peaked in February 2020 and bottomed in April 2020. That makes the pandemic recession...

July 19, 2021

The Markets The term “peak growth” has become almost as popular as the comedy show Ted Lasso. Peak growth is a catchphrase with the potential to mislead. When the term is applied to the U.S. economy, it does not mean the United States economy has reached the pinnacle...

July 12, 2021

The Markets There was a gapers’ block in financial markets last week as equity investors slowed to see what the United States Treasury bond market was up to. U.S. Treasury bonds rallied last week. Yields on 10-year Treasuries dropped from 1.43 percent at the start of...

July 6, 2021

The Markets The world is about halfway back to normal. The Economist developed the Global Normalcy Index (GNI) to measure the post-pandemic return to normal. In March 2020, the GNI was 35 overall, with 100 being the normal pre-pandemic level. At the end of the second...

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.