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.

The Roaring Twenties

The Roaring Twenties

I am begging your indulgence in me pursuing a theory in this blog format.  If you are not interested in the inner workings of my brain, you may want to stop reading here.  Otherwise, join me, won’t you? As I have previously stated in this blog, this is our first...



As of this writing, I have read 35 books in 2020.  It seems like a lot when I think about it and I suppose it is.  I have learned to love to read and always have a book or two going at the same time (and one with me at all times).  I fill idle time with reading but...

Relationships > Opinions

Relationships > Opinions

Do you remember the greater than (>) and less than (<) symbols from your childhood math class?  You may have been taught, the same way I was, to imagine that the symbols represented an alligator’s mouth opening and he was always going for the larger amount.  If...

The Wind and The Waves

The Wind and The Waves

In an ordinary summer I would have been to the beach dozens of times by mid-July.  This has not been an ordinary summer and last weekend was the first time in 2020 for me to visit the Lake Michigan shoreline. After a battle with the white caps on my stand-up paddle...

Weekly Market Commentary

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

September 14, 2020

The Markets Last week, the Nasdaq Composite Index set another record. So far, 2020 has been memorable for many reasons, not the least of which is the incredible speed at which some events have been occurring in financial markets. This year, we’ve experienced: The end...

September 8, 2020

The Markets Stock markets in the United States retreated a bit last week. U.S. stocks have been trending higher for months. Last week, they gave back some gains. The Nasdaq Composite dropped 3.3 percent, while the S&P 500 Index fell 2.3 percent, and the Dow lost...

August 31, 2020

The Markets The stock market rallies like it’s 1986. August has been a good month for stock investors. At the end of last week, the S&P 500 Index was up 6.8 percent for the month. The Index is poised to deliver its best returns for the month since 1986, when it...

August 24, 2020

The Markets The shortest bear market in history is over. The Nasdaq Composite and Standard & Poor’s 500 Indices finished at new highs last week. The stock market is considered to be a leading economic indicator, so strong stock market performance suggests economic...

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.