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.

That’s Not a Cushion, That’s a Mattress Store

Most people have a level in mind of how much money should be on hand in savings or checking so they feel comfortable.  This cushion can vary widely from person to person based on their own life experience and what feels right.  As a practical matter, I believe that 3...

These CD’s Pay Amazing Dividends

I grew up in a home with music, but I have come to learn that not all homes had music.  Some homes had TV noise in the background, others had animal noises, and others had children yelling and laughing.  It is natural for me to hear music in our home now and I love...

When Life Gives You Lemons…

Recently we met with a gentleman (we will call him Arthur) who was looking for some help with his approaching retirement.  This is not anything new to us.  It is exciting for us to see a person approaching this milestone, but they may be approaching it with...

Kindness 2.0

You may remember my blog from March 2018 A Man, A Motorcycle, and his Mission.  It was a post about this crazy guy (Leon Logothetis) who made it his mission to travel around the planet on his WWII motorcycle relying entirely on the kindness of strangers.  It...

Weekly Market Commentary

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

May 20, 2019

The Markets Trade war trade-off. There was some good news on trade, last week. The United States took steps to reduce trade friction with the European Union, Canada, Mexico, and Japan. “The United States on Friday reached an agreement with Canada and Mexico to remove...

May 13, 2019

The Markets Trade talk trouble took a toll last week. Major U.S. stock indices moved lower when trade talks between the United States and China broke down. The Standard & Poor’s (S&P) 500 Index, Nasdaq Composite, and Dow Jones Industrial Index all finished the...

May 6, 2019

The Markets The Standard & Poor’s 500 Index is off to its best start in 20 years. Despite the exceptional performance of U.S. stock markets year-to-date, and data that suggest economic growth remains steady, some analysts and investors have been pecking at Federal...

April 29, 2019

The Markets It wasn’t an ‘Avengers End Game’ spoiler, but there was big news last week. Economic growth in the United States was strong during the first quarter. The Bureau Of Economic Analysis (BEA) announced gross domestic product (GDP), which is the value of all...

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.