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Franklin J. Parker, CFA

researcher, speaker, author

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Category: Published Articles

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 … More

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

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