Full disclosure: Dick Wagner and I were friends. We were colleagues and collaborators. And as he was for so many, Dick was a mentor to me. Long before I ever knew Dick Wagner, I knew of Dick Wagner. Everyone did – you couldn’t attend Retreat without quickly learning who Dick was. But until our paths crossed
Read More
Podcast Commentary by David Bowman In exploring and relating Pullen’s discussion with Interior Finologist, Natalie Wagner, to the work of Dick Wagner on Finology and Integral Finance, David references Dick Wagner’s Dec. 2001 article in Financial Advisor Magazine, “The Power of Integral Finance.” We encourage reading the article here for a deeper context. In this
Read More
Read More
“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 More