Flirting with Models

Research Library of Newfound Research

The Lie of Averages

Tax-Managed Models & Asset Location

We explore how tax-adjusted expected returns can be created and used in effort to create tax-managed portfolios that can maximize post-tax returns.

The Butterfly Effect in Retirement Planning

Examining the significant impact of changes in assumptions, including spending and return assumptions, on retirement planning analysis.

Portfolios in Wonderland & The Weird Portfolio

Investors looking for long-term success may have to expand their investment palette and invest in weird portfolios to earn enticing returns in the future.

A Philosophy-First Asset Manager

Newfound embraces a philosophy-first asset management mentality, avoiding blind product and process loyalty for an evidence-based approach.

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