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By Daniel Moisand |
September 1, 2008
Three, two, one--buzzer! We lose the championship game by three points. Tears are streaming down the faces of my nine- and 10-year old team of...
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By Daniel Moisand |
March 1, 2008
It was a single line item on a simple financial disclosure form, but it may be the most loaded question that could be asked about...
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By Daniel Moisand |
January 1, 2008
I have always found it fascinating how financial planners can seem so comfortable advising clients about buy-sell arrangements, key person coverage and other business issues,...
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By Daniel Moisand |
November 1, 2007
Chaos. I have been a witness to chaos, my friends. I have heard the squealing, and I have seen the destruction. It may not have...
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By Daniel Moisand |
September 1, 2007
It's mid-July as I write this, and it's pretty clear to me that almost no one outside of the Financial Planning Association believed the FPA...
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By Daniel Moisand |
June 1, 2007
March 30, 2007. I was at the Brown Palace Hotel in Denver attending a town hall meeting conducted by the CFP Board on its latest...
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By Daniel Moisand |
April 1, 2007
Because the roof of our house is more than 45-feet high, we had hired a handyman to put up our holiday lights. After New Year's,...
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By Daniel Moisand |
February 1, 2007
My wife got a new car for Christmas. Planners often remind clients that there is a difference between a "need" and a "want." This car...
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By Daniel Moisand |
December 1, 2006
Many financial planners share traits that distinguish true professions from industries: Advanced academic training, standards of practice and conduct, and a determination to serve a...
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By Daniel Moisand |
October 1, 2006
Fear is a powerful emotion that can be found just about anywhere when working with clients. Fear of inflation. Fear of market volatility. Fear of...
