A collection of my publications, ongoing ideas, how-tos, and plenty of R code. All R-related topics are pushed to R-bloggers.
How to Not Make Christmas Awkward: a method for cultivating positive dynamics in business families
One of the unique challenges for family businesses is family dynamics, explored by Sasha Lund and Franklin J Parker. They recommend a range of strategies to minimise points of friction, such as educating the next generation, establishing negative space (points of little importance to stakeholders), exploring power dynamics in detail and putting healthy boundaries in…
Crypto’s Unanswered Question: At What Price?
How do you make buy and sell decisions with cryptoassets? The answer remains elusive.
The great man fallacy and family governance
When Philip II of Macedon rose to power in 359 BCE, his kingdom was a mess. Macedon had been defeated by the Illyrians, and his eastern flank had been invaded and sacked by the Paeonians and Thracians. Worse, the Athenians had landed on the coast with a would-be usurper to his throne. Over the course…
RIA of the Future: Rebuilding Your Firm Around Goals-Based Investing (Part 3 of 3)
Wealth management, as an industry, is slow to change. Perhaps some of that is justified – if clients are happy and continue to pay fees, why invest significant time and money in a whole new approach? But clients are not happy, and we all know the business is changing. Fee compression and the long attrition…
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Franklin J. Parker, CFA 