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.

Joni Mitchell … A Tribute

You may already know that I have an eclectic taste in music, as I have mentioned being a fan of Nat King Cole, Aaron Copland, and Beethoven.  I bet you had no idea that I was a Joni Mitchell fan.  I didn’t grow up as a fan, I never owned one of her albums, and I never...

Is that all there is …. to a summer?

I’m exhausted.  Are you?  We seem to wait forever for summer weather so we can really enjoy what it means to live here in Northern Michigan (this year, we seemed to wait a bit too long).  Once summer is upon us, we tend to pack everything into our days that we dreamed...

An Extra Hour

What would you do with an extra hour?  I know that’s a silly question, because there is no such thing as an extra hour (except for that glorious extra hour when we turn our clocks back in the fall).  What I am asking is; if you had a portion of your day that was...

Dementia Continued

In no way do I consider myself an expert or even qualified to be an authority on dementia, but I am offering these suggestions from the experience that I have attained and the books that I have read.  I am not hung up on the technical diagnosis, and I would suggest...

Weekly Market Commentary

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

September 9, 2019

September 9, 2019 The Markets Remember the movie Groundhog Day? Bill Murray’s character is a crotchety newsman who lives the same day over and over again. After exhausting other options, he chooses self-improvement and eventually escapes the cycle. The movie came to...

September 3, 2019

The Markets What, me worry? About this time last year, Time Magazine reported on anxiety in America. Almost 40 percent of Americans reported being more anxious than they were the previous year. The performance of stock and bond markets this summer may have pushed...

August 26, 2019

The Markets Have you ever watched a lake in a thunderstorm? Heavy rain pummels the surface. Dark clouds drop the sky closer to the water. Gusty winds crash waves ashore. Up top, on land, damage may occur. Underneath, in the deeper water, things often remain pretty...

August 19, 2019

The Markets Don’t let volatility get you down. Last week was the 40th anniversary of BusinessWeek’s infamous cover headline: ‘The Death of Equities: How inflation is destroying the stock market.’ The publication’s current iteration, Bloomberg Businessweek, reported it...

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.