Learning Center

“Change is the end result of all true learning.”

– Leo Buscaglia

Resources

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.

Links

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.

Six Feet Apart (is too far)

We, as humans, are social beings.  Community is important, social contact is important, person to person conversations are important.  It is a little funny how much we take these things for granted until, it is in the best interest of caring for others that we avoid...

Not My First Rodeo

I am convinced at Intentional Wealth Advisors we have by far the best clients and friends.  How do I know this?  Because I have spoken with so many of them during the market tumult recently.  Almost to a person, they have asked about me and how I am doing. I have...

Volatility

As I write this the market has suffered one of the most severe and quickest drops in history.  Only a few months ago new records were being set on the upside. Now it appears that we have reversed course 180 degrees and are setting new records on the downside.  Why? ...

Awesome Linda

How do you see yourself?  Not like in the mirror; I mean your persona.  Who you are.  As much as possible I try to see myself in a positive light, a helper and a person who is empathetic.  Often, I forget who I am and drift through my day unaware of the influence I...

Weekly Market Commentary

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

March 30, 2020

The Markets The United States set some records last week. First, we became the epicenter of the COVID-19 pandemic. Popular Science explained: “An increase of 15,000 known cases in just one day pushed the United States past Italy and China, making it the new epicenter...

March 23, 2020

The Markets The coronavirus (COVID-19) continued to spread across the United States last week. On Friday, March 13, the Centers for Disease Control (CDC) reported there were 1,629 confirmed and presumptive cases and 41 deaths. Last Friday, March 20, the numbers had...

March 16, 2020

The Markets Last week was one for the history books. Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more than 118,000 cases in 114 countries, and the death toll exceeded 4,000 people. On Friday, the...

March 9, 2020

The Markets Last week, market volatility reached levels that make many investors uncomfortable. On Monday, the Dow Jones Industrial Average surged higher, delivering its biggest one-day point gain in history. The catalyst may have been reports that ‘Group of Seven’...

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.