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.

Retirement Security

Retirement Security

Are you concerned about your retirement? A recent poll suggests that more than half of Americans believe the pandemic has hampered their ability to have a secure retirement. More than one third are doing...

Before You Hire A Financial Advisor

Before You Hire A Financial Advisor

When it comes to your financial future, finding the right advisor is a major life decision that can impact the trajectory of your finances throughout your lifetime. Finding the right person can be...

A Trip to the Beach

A Trip to the Beach

There is something about being on the shore of one of the most beautiful lakes in the world that is like a balm to the soul.  I try to spend time, year-round, on the beach of Lake Michigan.  My time is spent primarily at Van’s in Leland, but other great beaches can be...

Virtual Conferences

Virtual Conferences

Our broker dealer partner, LPL Financial, has offered an annual conference for continuing education, networking opportunities and a gathering of up to 8,000 financial advisors for years.  Last year the conference was virtual, and I really enjoyed it.  This year it was...

Weekly Market Commentary

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

October 11, 2021

The Markets The word “jouncy” may have started life as a combination of bouncy and jolting – and it’s a pretty good way to describe what happened to stock markets last week. The week started with the Standard & Poor’s 500 Index experiencing daily gains and losses...

October 4, 2021

September strikes again… If you look back over the last 20 years, September has been the worst performing month for the Standard & Poor’s 500 Index, according to Nasdaq. This year, the S&P 500 dropped 4.8 percent in September. That wasn’t enough to wipe out...

September 27, 2021

The Markets Central banks have a lot of influence on investors, markets and economies. For the last year or so, the Federal Reserve has been purchasing $120 billion of bonds every month to ensure United States markets remained liquid and interest rates remained low...

September 20, 2021

The Markets In recent weeks, bullish sentiment has drifted lower like sediment settling after a storm. Every month, Bank of America (BofA) surveys global asset managers. The most recent survey, which was conducted in early September, showed that fewer managers remain...

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.