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  • Volatility Gremlins

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  • Hard Questions for Your Investment Advisor

    Does your Advisor have a ‘get out’ strategy to take you to the sidelines when markets are risky? Can your Advisor clearly articulate his/her buy and sell rules, and can he/she demonstrate their effectiveness? Is your Advisor a Portfolio Manager? If not, how does he/she manage portfolios with ad-hoc positions? Does your Advisor have a process for taking advantage of…

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  • Paul Volcker Invalidates Modern Portfolio Theory

    US Federal Reserve ex-Chairman Paul Volcker, whose policies under President Carter in the later 1970s and early 1980s single-handedly stuffed the inflation genie back into its bottle, and laid the foundation for the world’s longest period of uninterrupted growth, set aside his prepared remarks at a Federal Reserve of Chicago event yesterday and instead delivered a “blistering, off-the-cuff critique leveled…

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  • Oh Canada?

    In the course of any given year, Mike and I speak with dozens of new clients about their experience with investing. Inevitably, these clients have spent the majority of their investment horizon with most of their money parked close to home. That is, these clients have been advised for many years, by a variety of Advisors, to keep the majority…

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  • Do Past Returns Predict Future Returns? Not Very Well – In the Short Term.

    An article in this week’s Barron’s (subscription required) cites a study by Eaton Vance where they analyzed 10-year rolling returns on the S&P 500 back to 1926. The study found that just 4% of 12-month periods experienced negative returns. They also discovered that average annual returns to stocks in the 10 years that followed periods with negative 10-year returns were…

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  • Retirement: A Foundational Pyramid Case Study

    “Contradictions do not exist. Whenever you think you are facing a contradiction, check your premises. You will find that one of them is wrong.” – Ayn Rand We are often provided with an opportunity to re-educate clients about the mechanics of retirement finance. New clients often bring along financial plans from previous advisors, so we have an opportunity to compare…

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About Us

GestaltU is a forum for research, opinion pieces, and educational material from the team at ReSolve Asset Management. Our views are driven by evidence based finance, with a special focus on asset allocation; factors and smart beta; retirement and endowment strategies, and; quantitative methods.