Curated Financial Insights
Consult our library of thoughtful financial insights, tailored to help seasoned business leaders, high-achieving professionals, and those entrusted with substantial family wealth confidently navigate complex financial landscapes and build lasting legacies.
Wealth, Empowered.
Your first step towards regaining understanding, control, and agency over your own wealth.
Kiplinger Personal Finance Magazine — Treussard on Momentum Investing: A Double-Edged Sword
Key Insight: "History is full of examples of upward momentum being accelerated by investors’ lemming-like fear of missing out. Falling prices can likewise be reinforced by trend-chasers, as well as by market mechanics such as margin calls." - Jonathan Treussard
Let the Games Begin
From the unexpected moves in Japan and a potential U.S. economic slowdown to the pitfalls of engineered yield strategies, we break down what you need to know to navigate recent market volatility and economic uncertainty.
Is This What You Thought It Would Be?
They call you a “High-Net-Worth Investor,” but that’s their label for you, not your identity. Here is a guide to help you regain understanding and agency over your own wealth. This is our roadmap to navigating wealth complexity. Consolidate accounts, evaluate fees, and work with transparent advisors to preserve and grow your wealth.
An iOS (Investor Operating System) Built Over 20 Years and Counting
After all these years and a few bruises along the way, I’ve concluded that managing money boils down to three fundamental things...
The Importance of Investment Pre-Mortems (Audiogram)
In this 2-minute video, Jonathan Treussard, Ph.D., explores the concept of investment pre-mortems, a crucial strategy for seasoned investors and high-net-worth individuals. Learn how professional investors anticipate potential losses and prepare for market volatility before making investment decisions.
Bond Markets in 5 Minutes or Less: Your Full Guide Today
In just a few minutes, gain a clear understanding of current market dynamics, investment strategies, and how they apply to your wealth and portfolio decisions. From Treasury rates and money market accounts to corporate bonds and international sovereign debt, this guide provides insights tailored for high-net-worth investors.
Financial Advisor Magazine - Treussard on Fixed Income and Inflation Protection
Jonathan Treussard contributed to a valuable piece in Financial Advisor Magazine on the importance of inflation protection for long-term investors within the context of fixed-income securities.
Read the full article in Financial Advisor Magazine.
Aligning Wealth with Your Life's Vision: Attention, Intention, and Purpose (Audiogram)
In our latest audiogram, we explore the core elements of effective wealth management: Attention, Intention, and Purpose. These principles are essential for aligning your financial strategy with your unique journey and goals. Listen to the full recording here.
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Selected Publications
2020
Forecasts or Nowcasts? What’s on the Horizon for the 2020s
Research Affiliates, with Rob Arnott
2020
Oh My! What’s This Stuff Really Worth
Research Affiliates, with Chris Brightman and Amie Ko
2019
Game Changed, Problems Remain
Investments & Wealth Monitor, with Rob Arnott and Brent Leadbetter
2018
Hobbled by Benchmarks
Journal of Portfolio Management, with Rob Arnott, Mike Aked, and Omid Shakernia
2008
Contingent Claims Analysis and Life Cycle Finance
American Economic Review, with Zvi Bodie and Doriana Ruffino
2007
Making Investment Choices as Simple as Possible, but Not Simpler
Financial Analysts Journal, with Zvi Bodie
2007
The Theory of Life-Cycle Saving and Investing
Boston Fed Paper, with Zvi Bodie and Paul Willen
2005
The Non-Monotonicity of Value-at-Risk and the Validity of Risk Measures Over Different Horizons
Boston University Working Paper
2004
Predicting Bubbles and Bubbles-Substitutes
UCLA Economics Working Papers, with Earl A. Thompson and Charles R. Hickson
Podcasts Interviews & Guest Appearances
Achieving Alpha Podcast | Steven Budgen
SEPTEMBER 5, 2024
Forward Guidance | Jack Farley
APRIL 8, 2024
Thoughtful Money | Adam Taggart
MARCH 28, 2024
Value After Hours | Tobias Carlisle
MARCH 5, 2024
The Meb Faber Show | Meb Faber
NOVEMBER 29, 2023
Economic Matters | Laurence Kotlikoff
FEBRUARY 7, 2024
The Return of Carry | Entering The Fall 2024
OCTOBER 2, 2024
The Julia La Roche Show | Julia La Roche
JUNE 13, 2024
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The content provided on this webpage, including links to YouTube videos featuring interviews where Jonathan Treussard is a guest, is for educational purposes only and does not constitute financial advice. Treussard Capital Management LLC does not take responsibility for the comments or opinions expressed by others on these programs, including the hosts. We do not control and do not take responsibility for the graphics that shows and their hosts use. The information presented in these recordings is believed to be accurate at the time of recording; however, market conditions are subject to change. Viewers should conduct their own research and consult with a qualified financial advisor before making any investment decisions.