Blog Posts

What We Are Reading

A journey of a thousand miles begins with a single book. Here you can find a sampling of the many sources on which we rely to learn about our ever-changing world. Our scope is broad and our interests ... Read More

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Is There Value in Value Investing?

Historically, investors have been well-served by tilting their portfolios toward inexpensive stocks, which offer a low price relative to anticipated future cash flows.  Small companies have also tend... Read More

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The Fed’s Failure

The US economy is slowing, as corporations and consumers confront the blowback from intensifying trade conflict, which has triggered a global manufacturing recession.  Until recently, weakness was co... Read More

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Valor Added

In our latest quarterly letter, Paladin Advisors suggests a way to thrive in a world of unpredictable and disruptive change.  In the spirit of the Stoics, we explain why an anti-fragile mindset can ... Read More

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Home is Where the Heart Is

What is it that makes us all just a little crazy when it comes to houses? It’s no exaggeration to say that many (or most?) of us make house buying a central part of our vision for financial and pers... Read More

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Modern Monetary Theory (MMT)

Modern monetary theory (aka MMT) is a hot topic in political and policy circles.  The basic idea is that budget deficits needn't be financed with debt issuance (or tax collections, for that matter).... Read More

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The Sine Qua Non of Sustainability

In our latest quarterly letter, Paladin Advisors takes a look at the origins and implications of the rapid growth in Sustainable Investing (SI). These strategies incorporate non-financial criteria –... Read More

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A Holiday Parable

  I’ve never been good at poker But always understood that the winning strategy Is to play the hand you’re dealt Mine was scary (whose isn’t?) And I felt responsible for it... But I e... Read More

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The Siren Song of Wall Street

Do yourself a favor and turn off CNBC. For as long as I’ve been in the financial industry, pundits have made an opulent living by telling tales about markets.  Flowery narratives which weave tog... Read More

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For It is In Giving That We Receive

Many of our clients have accumulated significant assets over a lifetime of hard work and good fortune.  More assets than they will need to see them through a secure retirement—even on our conservat... Read More

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