Richard Wagner at Portland’s Mid Winter Conference 2016

Bernard Lietaer speaks about Designing the Euro 1/4

Introducing: Money MindBender$

We started a series called “Money MindBender$” to help guide the conversations about Finology. We hope it helps you engage with us better. Sign up for our newsletter list (in the sidebar of this page) for more. Now it’s time to introduce the first Money MindBender$.As one cannot eat it, live inside of it, or

To Feel… like a CFP®

This is part of our “….Like a CFP” series on this site. This was originally posted in the Journal of Financial Planning in 2000.  FPA Phoenix posted it in 2017. ArticleTen years ago, in the January 1990 issue of this journal, Dick Wagner, J.D., CFP, wrote his seminal essay, “To Think…Like A CFP.” I had just received

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