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.


It appears that global pandemics cause people to behave in a crazy fashion.  There are endless examples, of which I will not recall for you; they are much less important than how this pandemic caused our family to behave strangely.  Being a clever person (and seeing...


Humans are incredibly adaptive and resilient.  We can adjust with a change of surroundings quite easily and this pandemic is another example of how we can adapt.  We were instructed to social distance, stay home, flatten the curve, mask up, and many other changes in...

One For The Record Books

As far as the stock market goes, April 2020 will be one for the record books.  It was the single best month in the stock market since 1987.  I bet you didn’t know that.  I know it does not feel like it was the best month in the stock market since big shoulder pads,...

My First Global Pandemic

I must admit, this is my first global pandemic.  I am not sure what the proper protocol is for behavior and am doing the best I can to process all the information I am consuming quicker than I can recall in many years.  I have read an abundance of articles, from a...

Weekly Market Commentary

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

May 26, 2020

The Markets It was a good week for stock markets in the United States, but there was trouble in Asia. U.S. stock markets rallied last week. The Dow Jones Industrial Average, Standard & Poor’s 500 Index, and Nasdaq Composite all gained more than 3 percent, reported...

May 18, 2020

The Markets America is reopening, state by state. That’s welcome news for many businesses, but we’re far from business as usual. Last week’s economic news included unemployment hitting an 80-year high, a record drop in retail sales (-16.4 percent), and an...

May 11, 2020

The Markets The stock market is not the economy. It’s an important point to remember when headlines marvel that U.S. stock markets are moving higher while the U.S. economy is contracting. Stock markets are not mindful of the present moment. They are forward-looking,...

May 4, 2020

The Markets There are signs COVID-19 may be in retreat. Last week, the Centers for Disease Control reported, overall in the United States, for the week ending April 25 (officially week 17 of the coronavirus), the number of: • People visiting healthcare providers with...

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.