Investing Math for Everyone

Math numerically expresses objective facts and reveals patterns. How can everyone evaluate the massive amount of numbers and invest with confidence? Markets go up and down daily, appearingly randomly. This leads some to see markets as a gamble or unreliable. We hope to show that everyone can focus on the time frame in order to…

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Russia & Ukraine War

“The strongest of all warriors are these two – Time and Patience.” – Leo Tolstoy, War and Peace Russia has declared war on the Ukraine. War is brutal and ugly. The forthcoming human stories of the harm done to those who are in these conflict zones break our hearts and trouble our minds. Though we are thousands…

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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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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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