All posts in "Fiduciary"
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Nazrudin Discussion on Financial Planning 3.0

By What Is Finology / 6 months ago

TranscriptionJoseph: Okay. I will give my perception, my perspective of what the book is about. The book … a little bit of the history of financial planning and, I guess, to me a conceptual framework of how financial timing has evolved, what was delivered. So the way I read it was, you start from people […]

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A Week In Our Lives

By What Is Finology / 6 months ago

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 […]

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It’s a Wonderful System

By What Is Finology / 7 months ago

We are living the movie “It’s a Wonderful Life.” You might recall the movie; it’s about this wonderfully naïve George Bailey (imagine Ben Bernanke), who upon the death of his father (Alan Greenspan, even though he retired) is selected by the board of directors to run the family business. The family business in the movie […]

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Stepping up & out in Strange Times

By What Is Finology / 7 months ago

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 […]

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