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.


My first experience with dementia was with my Romanian grandfather 30 years ago.  I was especially close to him because we shared the same birth date (different years).  He was 84, living in a nursing home.  Joan and I would sneak garlic bologna to him because his...

I Know My Limitations…

I am not a very handy person when it comes to most mechanical problems I face around the house; much to Joan’s chagrin.  Of course, I make up for this deficiency with my charm and rapier style wit.  I can fix a broken toilet, replace gaskets on a faucet, handle simple...

How old do you have to be to be a curmudgeon?

I have often joked about looking forward to the day when I can yell at the kids to get off my lawn and grumble in low, unintelligible tones.  To me it seems… so liberating. On a recent trip to have coffee with a business associate at a fancy pants coffee shop, I felt...

June 3, 2019

The Markets Tariff trouble. Just two weeks ago, the U.S. government lifted tariffs on Mexico and Canada. So, it was a surprise last week when President Trump tweeted the United States would impose an escalating tariff on all goods imported from Mexico until the flow...

Weekly Market Commentary

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

July 15, 2019

The Markets The bulls are running. Last week, the Standard & Poor’s 500 Index set a new record, closing above 3,000 for the first time. Other major U.S. stock indices also finished at record highs, reported Barron’s. Company fundamentals, investor sentiment, and...

July 8, 2019

The Markets What will the Federal Reserve do now? There was unexpected economic news last week. On Friday, the Bureau of Labor Statistics announced 224,000 new jobs were added in June, which was more than analysts had anticipated. The gains were offset a bit by...

July 1, 2019

The Markets In the infamous words of Mortimer Snerd, “Who’d a thunk it?” After U.S. stocks dropped sharply during the last weeks of December 2018, investors were not optimistic about the future. Early in January 2019, the State Street Investor Confidence Index dropped...

June 24, 2019

The Markets Everything went up – and that’s unusual. Randall Forsyth of Barron’s explained, “Like our major political parties, the stock and bond markets seem to live in two different worlds these days. The former sits at record levels, suggesting we live in the best...

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.