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
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
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
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
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 eventuall... Read More
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
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
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
Already during its short life in the public imagination, reams have been written about Bitcoin—what it is, how it works and, most breathlessly, how rich you can get by trading it. This has all of ... Read More
This week, Republicans in the US House and Senate are working on parallel versions of a tax bill that they hope to pass before year-end. Two distinct proposals have emerged from their respective com... Read More