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.

Ignore the Click Bait

Ignore the Click Bait

Several times per month I receive an email from a client with a link to some very scary article with a completely captivating headline.  Something like: “The man who predicted the 2008 global recession warns investors of a complete financial collapse in 2023” or “Man...

Unprecedented Times … Again

Unprecedented Times … Again

If I tell you that I have been a financial advisor in five different decades, it makes me seem older than I am; but the fact remains that I have been helping clients formulate their wealth plans and investment strategies since the 1980’s.  Over that time, I have...

Who Wants to Be a Billionaire?

Who Wants to Be a Billionaire?

According to Harris Poll published August of this year, the answer to the above question is 60% of Americans.  Six out of ten American adults want to become a billionaire one day.  Since I work with people and their money every day, and I am pretty good at math, I...

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...

Weekly Market Commentary

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

March 20, 2023

The Markets  Unknowns and uncertainty. Financial markets were volatile last week as investors parsed the risks around bank closures, central banks offered additional protections for depositors, and regulators took a harder look at bank balance sheets.1  “For much of...

March 13, 2023

The Markets  Thrown for a loop. Early last week, Federal Reserve Chair Jerome Powell told Congress the Fed is committed to bringing inflation down to 2 percent. If economic data continues to come in hot, he said, then it’s likely the Fed will raise rates higher than...

March 6, 2023

The Markets  Sibling discord. Stocks and bonds are two of the better-known asset classes in the family of potential investments. Last week, they were in opposition.  Bond yields have been moving higher in anticipation of the Federal Reserve raising rates again. For a...

February 27, 2023

The Markets  Is it good news or bad news? The answer depends on your perspective. Last week, we learned that: Consumer sentiment is at its highest level in more than a year. Consumers are feeling better about current economic conditions and the future. That said, the...

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.