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.

Smiles of 2018 from Google (of all places!)

  Last week I received a welcome surprise from my phone.  Maybe you received a similar thing.  There it was, an email from Google containing a video they composed called “Smiles of 2018.”  I have my photos stored automatically to the cloud, so I never have to worry...

Thought Leadership from My 11-Year-Old

One of the great joys of my life is the ability to have an 11-year-old girl in my orbit at my advanced age.  Never in my wildest dreams would this be the case, but alas here we are.  Many of my friends are empty-nesters, and they are enjoying their free time once...

Linger at Your Thanksgiving Table

I have been to many funerals for clients over my 29 years in the Financial Advising business.  It is a natural part of helping transition people through different stages of life.  They work, they retire, and they pass on.  I have been fortunate enough to have a...

Einstein’s Theory of Compound Interest

Albert Einstein famously said that compound interest is the most powerful force in the universe.  He said, “Compound interest is the 8th wonder of the world.  He who understands it, earns it; he who doesn’t, pays it.”  Who am I to argue with such a smart guy? Einstein...

Weekly Market Commentary

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

January 22, 2019

The Markets We’re off to a good start. Investors who remained steady during December’s wild ride are probably pleased with their decision as stocks have gotten off to a strong start in 2019. Unfortunately, those who reduced their exposure to the asset class may be...

January 14, 2019

The Markets People love rules of thumb. Sometimes, mental shortcuts are helpful. Other times they are not. When it comes to investing, seasonal shortcuts are not uncommon. In fact, January boasts two: The January Effect explains why U.S. smaller company stocks tend to...

January 7, 2019

The Markets Investors will think of the last quarter of 2018 for years to come, but they won’t remember it fondly. The Economist described it like this, “After a rotten October and limp November, the S&P 500 tumbled in value by 15 percent between November 30th and...

December 31, 2018

The Markets Investing during the month of December was like traversing an icy mountain stream. It delivered a staggering shock to the senses that triggered the instinct to, “Get Out!” When it comes to investing, that instinct is called loss aversion. For many people...

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.