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.

Bobby Socks, Leisure Suits, and Big Thumbs

When you think of the fifties, what comes to mind?  Poodle skirts?  Bobby socks?  How about the seventies?  Leisure suits?  Puka shell necklaces?  It seems like some decades have a remarkable or notable look or feel about them.  For sure the last “Roaring 20’s” did; I...

Be A Catalyst For Change

“Be the change that you wish to see in the world.” Mahatma Gandhi Unless you have been living as a hermit high upon a mountaintop you surely must have noticed the divisiveness in our country.  I’m afraid this is somewhat of a common theme for me, but I feel that...

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...

Weekly Market Commentary

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

January 13, 2020

The Markets It was a nerve-wracking week. Iran fired 22 ballistic missiles at the Ain Al Asad air base near western Iraq and a second base in northern Iraq following last week’s U.S. drone strike that killed a top Iranian military commander. Newsweek reported the...

January 6, 2020

The Markets About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. stock market performance, and the Dow Jones Global (ex U.S.) Index delivered...

December 30, 2019

The Markets 2019 will be a hard act to follow. Investors may find themselves reluctant to ring out the old and ring in the new this week. During 2019, stock and bond markets delivered exceptional returns. Ben Levisohn of Barron’s reported the Dow Jones Industrial...

December 23, 2019

The Markets Let’s hear it for 2019! Major stock indices in the United States and overseas are poised to deliver double-digit gains for the year. Even with uncertainty about Britain’s exit from the European Union (EU), the FTSE 100 boasted a gain of more than 10...

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.