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.

Best Books of 2020

Best Books of 2020

Nothing like a global pandemic to want to escape in a good book.  You know I read a lot, but in 2020 I exceeded even my own expectations and eclipsed my goal of reading fifty books by reading 60 in one year.  I found it to be a wonderful way to escape the barrage of...

Chicken in the Hall – A Finley Update

Chicken in the Hall – A Finley Update

This year marked a year of many changes, but one in particular with our family.  We got a dog.  Finley Beans was introduced to our family (and to this audience) in May after searching for something to which could help bring brightness and joy to our family during all...

I am Writing a Novel this Month

I am Writing a Novel this Month

You may not be aware of this, but starting this month there are hundreds of thousands of people participating in the crazy idea of writing a novel in a month.  The NaNoWrimo movement began about 15 years ago by a nut who wanted to write.  He did not set out to draw...

Election Prediction

Election Prediction

I cannot for the life of me remember a time in our country’s history when politics were more divisive than they are right now.  Never have the sides been so clearly drawn.  You are either with us or against us.  On our side or opposed to us.  The middle is a sweet...

Weekly Market Commentary

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

January 11, 2021

The Markets The event at the United States Capitol building had a resounding impact around the world, but it didn’t deter global stock markets. Last week, investors weighed the violent disruption of America’s 2020 presidential election process against the outcome of...

January 4, 2021

The Markets Before the end of the month, attitudes shifted as Congress responded to the coronavirus juggernaut by passing the $2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act. The measure received overwhelming bipartisan support and was quickly...

December 28, 2020

The Markets U.S. stock markets remained calm as a fresh chapter opened in the coronavirus stimulus saga last week. Congress managed to cobble together a new stimulus package that was acceptable to both sides and pass it. The proposed package included money to help...

December 21, 2020

The Markets Congress is at $900 billion, will they hear $1.4 trillion, $1.4 trillion, governments at $900 billion, who’ll go $1.4 trillion, $1.4 trillion… The stimulus auction continued last week. Early on Sunday, The New York Times reported, “Lawmakers are on 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.