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.

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...

Investing During An Election

Investing During An Election

Many of us know that it's important to stay invested for the long-term rather than alter our investment strategies in response to fluctuations in the market (due to elections, for example). Nevertheless, many of us do so anyway and some of us experience undesirable...

Chin Up

Chin Up

I know that we have all suffered from Covid-19 fatigue in some way, shape or form.  If you are anything like me, you listened intently during those first few press conferences in March while simultaneously watching your investment values shrink.  You may even have...



I have had the pleasure of being on over a dozen podcast interviews as it relates to promoting my new book, Now What?  A Practical Guide to Figuring Out Your Financial Future.  Podcasting is new to me but talking comes naturally so I figured I could pull it off. The...

Weekly Market Commentary

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

October 19, 2020

THE MARKETS It was a turbulent week for investors. Waves of positive and negative news buffeted financial markets last week: The financial sector delivered upbeat earnings news Currently, many financial companies in the Standard & Poor’s 500 Index have reported...

October 12, 2020

The Markets Yes. No. Maybe? Markets were sharply focused on the status of stimulus last week. First, it was on. Then, it was off. Then, it might be on. Then, it was off again. There was a big bill. There was a smaller bill. There were stand-alone options. ‘Maybe’ was...

October 05, 2020

The Markets Last week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of an October surprise. President Trump has the coronavirus On Friday Americans awoke to the news President Trump had contracted COVID-19. Financial markets...

September 28, 2020

The Markets For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain. Today, pandemic-driven demand is providing fuel for the investors. The need for certain types of products and services has accelerated and innovation is creating...

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.