Investing Insights: Investor Behavior (Part 4)

August 2018

Part 4 of the 4 part educational series highlighting how investor behavior can have the biggest impact on portfolio returns.

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Investing Insights: Return Factors (Part 3)

August 2018

Part 3 of the 4 part educational series describing the dimensions of investment portfolio returns.

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Investing Insights: Diversification (Part 2)

August 2018

Part 2 of the 4 part educational series highlighting how Diversification will help to conceptualize the theory of spreading market risk within and across the asset classes.

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Investing Insights: Market pricing (Part 1)

August 2018

Part 1 of a 4 part educational mini series describing how capital markets are continually making price adjustments while absorbing new market information.

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Pursuing A Better Investment Experience

August 2018

Key Principles to Improving Your Odds of Investment Success

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The Tao of Wealth Management

July 2018

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down. 

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Redefining Investment Advice

July 2018

This presentation explains why most professional money managers fail to beat the market and underscores the importance of having an investment philosophy based on a clear understanding of capital markets.

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The Impact of Inflation

June 2018

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved.

This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing. In many cases, the reason for saving today is to support future spending. Therefore, keeping pace with inflation is a crucial goal for many investors. 

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Evolution of Investing

May 2018

Through the use of stories and analogies, this presentation explains the differences between traditional, predictive investment approaches and an alternate method based on market pricing, asset class behavior, and other evidence-based principles.

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Practical Tips for Small Cap Investors

May 2018

excerpt from an article published in US News in which Paul Lightfoot, Optima's President, was quoted

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Investor Resources