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.

Reframe Your Day

If tonight, when you lay your head down on your pillow, you have to recall the day’s events and activities to determine which moment was your favorite, could you do it?  I bet you could, and I bet you should.  Our lives have become a blur of things that we...

Rediscover Detroit

Although I grew up in Traverse City, there were five years that I lived in the Detroit area just before and just after we were married, 1987- 92.  By then, Detroit had lost the first-place position of murder capital of the nation, mostly due to the mass exodus of...

Go Be Great!

“Keep away from people who try to belittle your ambitions. Small people always do that, but the really great make you feel that you, too, can become great.” Mark Twain

Millennials, Money, and Misconceptions

I recently attended a webinar entitled “Millennials, Money and the Active Pursuit of Happiness.”  I must admit the title intrigued me and so I registered.  This was a webinar based on the research recently completed by Wells Fargo and a study they conducted...

Weekly Market Commentary

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

March 25, 2019

The Markets Wonder what the Federal Reserve’s 40-yard dash time is? On Wednesday, the Fed juked like an NFL running back and left investors wondering whether they should buy or sell. Heather Long of The Washington Post reported the U.S. central bank: 1. Lowered its...

March 18, 2019

The Markets Stock and bond markets rallied. Last week, major U.S. stock indices finished higher for the 10th time in 12 weeks. Bond markets moved higher, too, with the yield on 10-year Treasuries dropping just below 2.6 percent, reported Randall Forsyth of Barron’s....

March 11, 2019

The Markets Markets were rattled last week. The market hates surprises, especially when the surprise comes from a central bank. Last week, the European Central Bank (ECB) unexpectedly reversed course and took a more accommodative stance on monetary policy in an effort...

March 4, 2019

The Markets Is it a soft landing? Economists use aviation metaphors to describe the results of central banks’ efforts to manage rapidly growing economies. If the Federal Reserve lifts rates enough to prevent the economy from overheating without jolting it into...

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.