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.

How Insecure is Corporate America?

Life certainly has gotten easier with technology.  In the last month, I have used my phone to book air travel from Traverse City, arrange for a hotel stay, make reservations for dinner and request a ride from a stranger while in Austin.  I managed all of this (and...

First Snow

It seems each year when the first snow hits the ground, we are a little surprised.  Some of us may be horrified at the sight of snow covering the leaves that just blanketed the lawn only days before.  I must admit, of all the seasonal transitions fall into winter may...

The Heart of Advice

 “It is only with the heart that one can see rightly; what is essential is invisible to the eye.”  The fox to the Little Prince, Little Prince Book by Antoine de Saint-Exupéry, 1943  This quote may be familiar to you as you may have read this book to a child or...

Ellen, George, & Kindness

Recently, at a morning huddle in our office, I became aware of the fact that 20% of people have lost a significant relationship due to politics.  That’s a lot of relationships.  I am not a smart man but over the years I have learned, through experience, that...

Weekly Market Commentary

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

November 18, 2019

The Markets The longest bull market in history showed no signs of slowing last week. U.S. stock markets climbed higher for the sixth week straight – the longest rally in U.S. markets in two years – and the Dow Jones Industrial Average surpassed 28,000 for the very...

November 11, 2019

The Markets Last week, major United States stock indices finished at historic highs. According to a source cited by Barron’s, U.S. stock markets are responsible for creating $6 trillion in paper wealth this year. ‘Paper’ wealth is when an asset is estimated to be...

November 4, 2019

The Markets They did it. The Federal Reserve lowered interest rates last week, as expected. There were no enthusiastic fans singing the Baby Shark song, but the Federal Open Market Committee’s decision was well received. Reuters reported, “Gaps between market...

October 28, 2019

The Markets More money managers are feeling less bullish, but you sure couldn’t tell by the performance of U.S. stock markets last week. So far, 2019 has been a tremendous year for U.S. stocks. Through the end of last week, the Standard & Poor’s 500 Index had...

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.