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Blog

14 Apr
How to Argue

How to Argue

 

These days, it seems like everybody is arguing about everything, and with perhaps a bit more… energy than in years past.  And it turns out that most of us are going about our arguments all wrong.

 

Author Daniel Pink has pointed out that most of the arguments going on today involve two people articulating their points in an attempt to convince the other person, while hardly listening to the arguments being made by the other person.  Both sides are assuming that the other person is ignorant of the facts, and try to provide the facts they think are missing—to a person who believes he or she has superior facts, and therefore is not likely to be convinced.

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13 Apr
The Luck Factor

The Luck Factor

 

Why are some people wealthier or more successful than others?  The default explanation has always been that the wealthier among us are more diligent and/or smarter or more talented than the less-wealthy, so that the cream eventually rises to the top.

 

The problem with this explanation is that the statistical variation in wealth is far greater than could be explained by all the observed variances in work, talent or intelligence.

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04 Apr
What I Do and How I Can Help

For many people, it’s hard to find the time and resources to build and manage their assets confidently. It can be even harder to know how to integrate your needs and goals into your financial plan and stay on track for the long-term.

As an independent financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years of experience, I aim to use my knowledge and experience to help my clients save money in taxes, simplify their financial life and enjoy peace of mind knowing someone is watching out for them. Read More “What I Do and How I Can Help”

30 Mar
Why I Became a Financial Advisor

By Colleen Weber, CFP®, CPA

When we’re young, many of us don’t know what we want to do with our careers. While I had always been interested in the world of investments, financial planning, and tax planning, I wasn’t inspired by the jobs I was seeing.

After graduating from Mankato State University with a degree in accounting, I chose to work in the corporate world, working at various Fortune 500 companies. Up until the late 1990s, the only way to provide financial planning advice was to sell products and offer a limited amount of planning or advice. Despite my interest in the industry, I knew this wasn’t the type of role I wanted to fill. I had no interest in working as a salesperson or having to face conflicts of interest. I knew I wanted a practice that treated clients how I would want to be treated.

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