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.

Fear is Not Your Friend

Fear is Not Your Friend

“If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate of it; and this you have the power to revoke at any moment.” -Marcus Aurelius “Fear is not your friend.  Making decisions in a state of fear will never serve...

National Role Model Month

National Role Model Month

It’s time to celebrate like you have never celebrated before. This is big; I mean really big. November is national Banana Pudding Lovers Month. Yes, that’s right. Banana pudding for everyone. You get banana pudding, you get banana pudding, and you get banana pudding....

Financial Security Starts with a Vision

Financial Security Starts with a Vision

What does financial security mean to you?  It is a very simple question, but everyone is likely to have a different answer.  I am not talking about the ad for the unnamed company that asks the pointless question, “What is your number?” like that means something.  You...

Weekly Market Commentary

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

November 29, 2021

The Markets COVID-19 strikes again. Coronavirus cases have been on the rise in Europe, climbing from about 700,000 new cases a week in September to 2.6 million a week in November, reported Richard Pérez-Peña and Jason Horowitz of the New York Times. As Thanksgiving...

November 22, 2021

The Markets  Thinking about the possibilities. The Standard & Poor’s (S&P) 500 Index finished last week slightly higher and has gained about 6 percent during the past 25 days; however, investors have curbed their enthusiasm. The S&P 500 hasn’t experienced...

November 15, 2021

The Markets Economists like to joke that inflation is just right when no one notices it. Last week, investors noticed it. The Consumer Price Index (CPI), which is a measure of inflation, rose 0.9 percent in October and 6.2 percent over the last 12 months, according to...

November 8, 2021

The Markets Feeling bullish… Investor bullishness ticked higher last week on all four investor sentiment gauges tracked by Barron’s. Investor optimism may have been fanned by positive financial and economic news. For example, last week: The jobs report was better than...

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.