Bernard Lietaer speaks about Designing the Euro 1/4

Richard Wagner at Portland’s Mid Winter Conference 2016

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

A Week In Our Lives

A Week In Our Lives By Richard B. Wagner, JD, CFP® October 9, 2008., followed by October 10, 2008, today, and preceded by a week of gut wrenching negativity. All of these days are all “one of those days” for people in financial services. The belly hurts. Friends hurt. Clients hurt. It is scary out

Honoring our lost Finology Fellow

It is with a heavy heart that we recognize and honor Finology Fellow, Ed Jacobson.  Ed’s development of Appreciative Inquiry brilliantly connects money and the human experience.  His work has forever impacted the Financial Planning profession and is essential to Finology. Though we regret not gathering Ed’s wisdom in the form of a WIF? Podcast,