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.

And Now for Something Completely Different…

And Now for Something Completely Different…

I subscribe to the Wall Street Journal and have been a reader of the paper since my senior year in college, when I was given a discounted student subscription.  I have never read it for insights into particular stock investments or investment ideas, but more for a...

“Those Were the Days”

“Those Were the Days”

What were you doing in the late 1970’s?  I was across the street from my office at the Traverse City Junior High School.  I was tiny and cute.  I was painfully shy and excelled at math.  When not in school you would find me traipsing through the woods, building forts...

Streaming Music and the Destruction of the Mona Lisa

Streaming Music and the Destruction of the Mona Lisa

I’ll tell you one thing I just rediscovered, and it really surprised me.  Long ago, way before music was digital and streamable, I used to listen to albums; entire records… as they were intended by the artist.  I listened to many of them so frequently that as one song...

Creative Expression

Creative Expression

Do you have an outlet for creative expression?  Remember when you were five years old, and you were an artist?  What happened to you?  My guess is that someone at some point told you to stay in your lane and that you were not an artist.  I could be projecting my own...

Weekly Market Commentary

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

August 8, 2022

The Markets The strength of the United States economy continues to surprise. If you have ever been camping, you may have banked your campfire by covering the hot coals with ash. It’s a process that keeps the coals burning low so the fire can be easily rekindled. The...

August 1, 2022

The Markets Investors thought they heard a dovish note from the Federal Reserve and markets rallied. Last week, we learned from the Bureau of Economic Analysis (BEA) that economic growth in the United States slowed for the second consecutive quarter. Economic growth...

July 25, 2022

The Markets A lot of people are worried that a recession may be in our future. Some think it may already be here. Unemployment is low (3.6 percent), and inflation is high (9.1 percent). Both tend to occur when an economy is experiencing strong growth. That makes it...

July 18, 2022

The Markets Nobody is happy, but Americans are feeling more optimistic. Last week, headlines blasted the new inflation numbers. Prices were up more than 9% year-over-year in June, according to the Bureau of Labor Statistic’s Consumer Price Index (CPI). When you dig...

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.