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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,
Read MoreStepping 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
Read MoreWhichever way I try to angle it, writing this tribute to my deceased dad is difficult. I am extremely lucky to have known the profound man who was my father intimately and across many spectrums of his life. Since his passing, I’ve been grappling with how I package this into a single written piece and
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