- Tuesday, 02 April 2019
I’m in the UK to launch my new book, A Golden Civilization & the Map of Mindfulness, and the London portion of a global movement of Golden Civilization Conversations (www.AGoldenCivilization.com) already in process on 5 continents. It is the purpose of both the conversations and the book to life plan civilization.Read more...
- Wednesday, 05 December 2018
I was bothered more than most by the banking crisis of 2007-8 and the following great recession. I’d started work in the industry in the Great Recession of 73/74, and was part of the early Financial Planning and fee-only communities in America, reacting to the institutionalisation and product sales orientation of the bulk of the profession.Read more...
- Tuesday, 16 May 2017
If you want my contemporary take on the designations, I think both CFP and Chartered are impressive as far as they go. With great respect for each, my personal preference is toward the CFP with its dedication to actual planning and its more holistic approach.Read more...