Investing & the Dunning-Kruger Effect

Everyone wants to be viewed as competent, skilled, or excellent at tasks we undertake. Social psychologists David Dunning and Justin Kruger observed the tendency of the unskilled to overestimate their own ability, without ever knowing that they lack skill. Their 1999 paper, “Unskilled and Unaware of It: How Difficulties in Recognizing One’s Own Incompetence Lead…

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Post-Election: Remember the Plan

photo of voting stickers

Fears of election cycles and market volatility are nothing new. However, we’ve seen a resurgence this year as social tensions, as well as, the economic and health impacts of the coronavirus loom in the background. Nearly every election people concern themselves over market trends and future projections, but those fears won’t further your financial vision.…

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Annuities in the Age of COVID

Jason Branning was a speaker for an education event for the consumer and financial services industry press. This discussion is about fiduciary advisors utilizing commission free annuities in the face of COVID and low yield.  Read More

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Paradigm Shifts

Compass In The Mountains

Life has changed; how do we adapt without losing sight of what we want to achieve? As you’ve heard us say before, no one knows how the future will play out, but we should still look ahead and think through the consequences of what’s happening. Our society and our economy are experiencing a massive paradigm…

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