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.

“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...

Discipline Equals Freedom

Discipline Equals Freedom

I came across the quote by former Navy Seal, Jocko Willink, and it was one of those quotes I had to repeat multiple times before I could figure it out.  Often you see or hear words crammed together in a sort of word stew, with no real meaning.  I believe we are...

Weekly Market Commentary

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

May 16, 2022

THE MARKETS Living with a bear. On the survival series “Alone,” the tension ratchets higher whenever participants encounter bears. Some participants live warily alongside bears, while others tap out. A similar thing happens among investors when they encounter a bear...

May 9, 2022

There is a lot of uncertainty in financial markets – and markets hate uncertainty. In recent weeks, economic and financial market data have been telling different stories – and that makes it tough for investors to know where the United States economy is headed. Since...

May 2, 2022

The Markets Correction and contraction.... Investing during 2022 has been like running a forest trail and having unexpected obstacles appear every so often – a fallen tree, a swarm of biting flies, a bear with cubs – you get the idea. To-date, economic,...

April 25, 2022

The Markets The Federal Reserve’s Ice Bucket Challenge… Remember a few years ago when people raised money for charity by challenging others to pour buckets of icy water over their heads? Last week, the Federal Reserve poured a bucket of ice water over the United...

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.