Belief in the Illusion that is Money There is movie called “Catfish.” The movie is in the style of a documentary where the filmmaker’s attempt to delve into the life of an eight-year old painter only to find out that the whole thing was manufactured online by the girl’s mother. The mother turns out to [...]
Around twenty years ago, I started out in the financial services industry. While my goal was to become a Certified Financial Planning practitioner, I had to go through the courses and pass that exam in order to start my own firm. In the meantime, I started learning the ropes while hoping at the time that [...]
Re-imagining Money as a Fair Tender There is a quote by William Faulkner that “History isn’t dead; it’s not even past.” There is a lot of talk that with the U.S. national debt where it is, this unsustainable level will bring the U.S. and its currency down. In this context, I would like to rework [...]
The Essence of a Plan: Understanding the Context of Our Identity A man wearing a kilt is standing in set concrete up to his ankles. This was the image Jane gave to her current financial situation. She actually had brought in this exact image to my office that she had found in a magazine. She [...]
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