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.

Virtual Conferences

Virtual Conferences

Our broker dealer partner, LPL Financial, has offered an annual conference for continuing education, networking opportunities and a gathering of up to 8,000 financial advisors for years.  Last year the conference was virtual, and I really enjoyed it.  This year it was...

Croquet Anyone?

Croquet Anyone?

If you are a client and have read our latest newsletter then you have read about my new passion, mowing the lawn with a zero-turn riding mower.  This past weekend, I decided to turn my passion into something more productive by mowing a 50-foot by 50-foot patch in the...



Recently I had a conversation with a realtor friend who had a deal fall through for a parcel of land because the buyer found out the construction costs have gone up so high that it rendered the deal untenable.  We have all heard stories of lumber prices jumping,...

I Don’t Mind If I Do…

I Don’t Mind If I Do…

There is something deeply relaxing about laying in a hammock.  In fact, more people around the globe are discovering this ancient tool for relaxation.  I heard recently that hammock sales are some of the briskest ever.  I looked it up for this blog and found a...

Weekly Market Commentary

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

September 13, 2021

The Markets The Delta variant could take a toll on economic growth. There was some good news last week. The 7-day moving average of COVID-19 cases in the United States declined. The bad news was that the rate of infection remained about 99 percent higher than it was...

September 7, 2021

The Markets Stagflation isn’t trending, but it was mentioned in quite a few headlines last week. Stagflation is a portmanteau of ‘stagnation’ and ‘inflation.’ It occurs when a country experiences slow economic growth along with high inflation and high unemployment. In...

August 30, 2021

The Markets “Raise your words, not your voice. It is rain that grows flowers, not thunder,” advised the Persian poet Rumi. Last week, Federal Reserve (Fed) Chair Jerome Powell’s words helped grow the week’s equity market returns. In his speech at the Economic Policy...

August 23, 2021

The Markets  Markets were shaken last week by a potent cocktail of central bank tapering and economic growth concerns mixed with coronavirus and a splash of the new Chinese privacy law. On Wednesday, the minutes of the United States Federal Reserve’s Open Market...

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.