April 18
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“In the News…” looks at the money issues implicit in the stories of the day. Working with material generated by newspapers, magazines, opinion columnists and trade journals, it provides direct links to articles we find interesting. Sometimes we provide commentary or ask questions. Other times, the link will speak for itself. Ideally, these resources help
Read MoreA 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
Read MoreThe Great Seduction By DAVID BROOKS Published: June 10, 2008 The people who created this country built a moral structure around money. The Puritan legacy inhibited luxury and self-indulgence. Benjamin Franklin spread a practical gospel that emphasized hard work, temperance and frugality. Millions of parents, preachers, newspaper editors and teachers expounded the message. The result
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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