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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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
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Podcast commentary by David Bowman This podcast explores discrete differences between money and value. If money is an instrument of value exchange, does it provide the value we expect of it? Does it hold some types of value well, but not others? If so, what values can we expect to store effectively with money? What
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