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.

Ready for new resolutions?

So, it is February and you have either crushed it in the last month sticking to your new resolutions or you are once again disappointed in your own will power to make the improvements you know you need to make.  Lest you think I am judging you; this is the primary...


I believe each of us are carrying around words in our very being that have been permanently placed there by some unknowing individual along our journey. The words are not likely supportive and may even be hurtful.  The positive words may also have an influence, but I...

Bobby Socks, Leisure Suits, and Big Thumbs

When you think of the fifties, what comes to mind?  Poodle skirts?  Bobby socks?  How about the seventies?  Leisure suits?  Puka shell necklaces?  It seems like some decades have a remarkable or notable look or feel about them.  For sure the last “Roaring 20’s” did; I...

Be A Catalyst For Change

“Be the change that you wish to see in the world.” Mahatma Gandhi Unless you have been living as a hermit high upon a mountaintop you surely must have noticed the divisiveness in our country.  I’m afraid this is somewhat of a common theme for me, but I feel that...

Weekly Market Commentary

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

February 18, 2020

The Markets Many stock markets around the world moved higher last week. Investors’ optimism in the face of economic headwinds has confounded some in the financial services industry. Laurence Fletcher and Jennifer Ablan of Financial Times cited several money managers...

February 10, 2020

The Markets Last week, major U.S. indices posted strong gains. That’s welcome news, but the drivers behind share price appreciation appear to have little to do with company fundamentals. Fourth quarter earnings season is underway. During earnings season, companies let...

February 3, 2020

The Markets Prepare yourself. There is a good chance markets will be volatile in the coming weeks. Precautions designed to slow the spread of the coronavirus may also slow Chinese economic growth and, by extension, global economic growth. On Thursday, the World Health...

January 27, 2020

The Markets  Markets hunkered down last week. News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related to severe acute respiratory syndrome (SARS) and Middle East respiratory syndrome (MERS), reported...

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.