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.

I am Writing a Novel this Month

I am Writing a Novel this Month

You may not be aware of this, but starting this month there are hundreds of thousands of people participating in the crazy idea of writing a novel in a month.  The NaNoWrimo movement began about 15 years ago by a nut who wanted to write.  He did not set out to draw...

Election Prediction

Election Prediction

I cannot for the life of me remember a time in our country’s history when politics were more divisive than they are right now.  Never have the sides been so clearly drawn.  You are either with us or against us.  On our side or opposed to us.  The middle is a sweet...

Investing During An Election

Investing During An Election

Many of us know that it's important to stay invested for the long-term rather than alter our investment strategies in response to fluctuations in the market (due to elections, for example). Nevertheless, many of us do so anyway and some of us experience undesirable...

Chin Up

Chin Up

I know that we have all suffered from Covid-19 fatigue in some way, shape or form.  If you are anything like me, you listened intently during those first few press conferences in March while simultaneously watching your investment values shrink.  You may even have...

Weekly Market Commentary

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

November 23, 2020

The Markets The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t go from zero to 60 in 2.5 seconds. Neither does the U.S. economy. When the pandemic brought our economy to a near virtual...

November 16, 2020

The Markets Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was worth a whole lot more than that to financial markets. On Monday, a pharmaceutical company and a biotech company announced preliminary...

November 9, 2020

The Markets It’s said markets hate uncertainty, but that wasn’t the case last week. Despite tremendous uncertainty about the outcome of the United States election, major domestic and international stock indices moved higher and the CBOE Volatility Index, better known...

November 2, 2020

The Markets Last week, financial markets and economic data told very different stories. Reviewing economic data is a bit like looking in a rearview mirror. Typically, it offers information about what is behind us. For example, last week we learned: The U.S. economy...

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.