Vol. III · No. 22Friday, May 29, 2026Independent · Reader-funded
Est. 2024 · A Quarterly on Capital & Conduct

Coin & Compass

A journal of money, markets, and the math nobody teaches you in school.
The Index

The Ledger

Twenty-five essays, in the order we wrote them. Newest first, oldest last. Brew something, sit down, take your time.

01
Money System

The Paycheck Blueprint: A Three-Bucket System

Most budgets fail because they ask you to think. A three-bucket auto-split asks nothing of you after setup day.

Nora Halberg · May 26, 2026 · 6 min
02
Bonds

The Bond Ladder Is Quietly the Best Idea in Fixed Income

Treasury yields are unusually generous. A 5-year ladder locks them in and self-renews without you watching CNBC.

Aris Demir · May 19, 2026 · 8 min
03
Retirement

The 4% Rule Isn't a Rule. Here's What It Is.

Bengen's study answered one specific question with specific assumptions. Treating it as gospel is how retirees go broke or die rich.

Yuki Tanaka · May 12, 2026 · 9 min
04
Taxes

Tax Drag: The Silent Killer of Long-Term Returns

A 1% annual tax drag costs a 30-year investor about 23% of their ending balance. Asset location fixes most of it.

Iliana Ferreira · May 05, 2026 · 7 min
05
Money System

How to Calculate Net Worth Honestly

Stop counting your car as an asset and your stock options as cash. Both will betray you.

Nora Halberg · Apr 28, 2026 · 5 min
06
Markets

Sector Rotation Is Mostly a Myth

The story is clean. The data is not. Most sector-rotation strategies underperform a boring total-market index after costs.

Aris Demir · Apr 21, 2026 · 10 min
07
Cash

High-Yield Savings: Use It, Don't Worship It

A HYSA is a parking lot, not a portfolio. Park what you need for the next 12 months and put the rest to work.

Yuki Tanaka · Apr 14, 2026 · 4 min
08
Real Estate

Mortgage Math in 2026: When to Pay Down vs Invest

With mortgage rates near 6.5%, the old 'always invest the difference' advice needs an update.

Caleb Norse · Apr 07, 2026 · 8 min
09
Investing

ESG Investing Without the Fairy Dust

Most ESG funds are just expensive large-cap funds with marketing. A few aren't. Here's how to tell.

Iliana Ferreira · Mar 31, 2026 · 9 min
10
Money System

Budgeting on an Irregular Income

Freelancers, commission earners, and small-business owners need a different system. Salary advice doesn't work.

Nora Halberg · Mar 24, 2026 · 7 min
11
Markets

A Bear Market Playbook You Write Before the Bear

Decisions made during a 30% drawdown are the worst decisions you'll ever make. Write the rules now.

Aris Demir · Mar 17, 2026 · 8 min
12
Cash

Are I-Bonds Still Useful in 2026?

The headline rate has cooled, but the fixed-rate component is the most generous it's been in fifteen years.

Yuki Tanaka · Mar 10, 2026 · 6 min
13
Personal Finance

Leverage Is Borrowing Against Your Future Self

Margin loans, BNPL, and home equity lines all share a structure that's easy to underestimate.

Caleb Norse · Mar 03, 2026 · 7 min
14
Investing

Dividends vs. Buybacks: It Doesn't Matter as Much as You Think

Companies returning cash should pick the more tax-efficient method. For shareholders, the total yield is what matters.

Iliana Ferreira · Feb 24, 2026 · 6 min
15
Investing

Rebalancing: Calendar vs. Threshold

Both work. Picking one and sticking to it beats agonizing over the choice.

Aris Demir · Feb 17, 2026 · 6 min
16
Taxes

The HSA Is the Best Account You're Underusing

Triple tax advantage, no required distributions, and at 65 it functions as a stealth IRA.

Iliana Ferreira · Feb 10, 2026 · 7 min
17
Personal Finance

The Car Payment Trap

The average new-car payment in America is over $730 a month. Compounded for 30 years, that's a different retirement.

Caleb Norse · Feb 03, 2026 · 5 min
18
Investing

Foreign Stocks: How Much, and Why You'll Hate It

International equities have trailed US stocks for fifteen years. That's exactly why an allocation now is defensible.

Aris Demir · Jan 27, 2026 · 9 min
19
Money System

'Pay Yourself First' Is Just Behavioral Economics in a Trench Coat

The phrase is corny. The mechanism is the most reliable in personal finance.

Nora Halberg · Jan 20, 2026 · 4 min
20
Investing

Small-Cap Value: The Premium That Won't Die

Decades of academic research suggest small-cap value stocks earn a premium. Decades of investors have failed to capture it.

Iliana Ferreira · Jan 13, 2026 · 8 min
21
Estate

Estate Planning Basics in 60 Minutes

Will, beneficiaries, healthcare directive, durable POA. Four documents, one afternoon, enormous downside protection.

Yuki Tanaka · Jan 06, 2026 · 6 min
22
Markets

How Banks Actually Make Money

Net interest margin, fee income, and trading. Understanding the mix changes how you read a bank's stock.

Aris Demir · Dec 30, 2025 · 10 min
23
Personal Finance

529 Plans Without the Hype

Tax-advantaged, flexible after recent law changes, and finally usable for Roth IRA rollovers. The case is stronger than ever.

Caleb Norse · Dec 23, 2025 · 7 min
24
Investing

Dividend Investing for People Who Aren't Retired Yet

Reinvested dividends drive about 40% of long-term equity returns. That's the point — not the income itself.

Iliana Ferreira · Dec 16, 2025 · 8 min
25
Money System

Wealth Is Built From the Gap, Not the Income

Two people earning $200,000 can end up a million dollars apart in fifteen years. The difference is invisible: it's the gap.

Nora Halberg · Dec 09, 2025 · 6 min