Wealth management, as an industry, is slow to change. Perhaps some of that is justified – if clients are happy … More
Category: Published Articles
Investing for Life: Why I Believe in Goals-Based Investing (Part 1 of 3)
Never once, in my 15-plus years managing wealth, has someone complained about their portfolio rising too quickly. The inverse, of … More
Investing for life: Why I believe in goals-based investing
Goals-based investing is more than a marketing buzzword, in this first of three articles with CityWire, I detail the differences…
Wealth Management in the Algocen Era: A Speculative Future
What does investing look like in 2038?
Bernoulli’s Prisoner’s Dilemma: A Goals-Based Perspective
In 1738, the Swiss mathematician and physicist Daniel Bernoulli proposed a simple thought experiment: “A rich prisoner who possesses two thousand ducats but … More
On Horses, Tractors, and Markets
Growing up on a cattle ranch in central Texas, I developed a certain respect for the tools of the trade. … More
Why You Should Be a Goals-Based Investor
Imagine for a moment that you owe a violent loan shark $10,000 by tomorrow morning. But today you have only … More
A Professional Investor’s Take on the Naivete of American Compass
As a professional money manager working in public markets, I love watching how we are portrayed in popular culture. Sometimes we … More
“Ok Boomer…” I’m Gonna Keep Homeschooling My Children
As a homeschooling father, I am no stranger to explaining our family’s choice to home educate our children:“Yes, they have … More
Elizabeth Warren and AOC Get Everything Wrong about M&A
Arthur Schopenhauer once quipped that if it were constantly repeated with great solemnity, nothing was too absurd for people to … More
Franklin J. Parker, CFA 