Bernard Lietaer speaks about Designing the Euro 1/4

Stepping up & out in Strange Times

Stepping up and out in strange times Written in 2008 by Dick Wagner Friends, Events of this week and the past year have been stunning.  The media is full of analysis and explanation.  The stock market sounds like one of Warren Buffet’s famous pinball machines and clients are losing it in more ways than we

Richard Wagner at Portland’s Mid Winter Conference 2016

If ~~ Rudyard Kipling

If you can keep your head when all about you Are losing theirs and blaming it on you, If you can trust yourself when all men doubt you But make allowance for their doubting too, If you can wait and not be tired by waiting, Or being lied about, don’t deal in lies, Or being

Respecting the Profession and Your Beliefs as a Financial Planner

In this episode of the What is Finology Podcast Natalie and Jody discuss having integrity as financial planners. As two moms, it would be hard to get through a conversation without some heartfelt mom respect and bonding over their common identity.   What is Finology? · EP03_Jody Jacobson_Analyzing Value in Financial Planning Notes on this