Financial & Investment
Video Resources
Achieving your financial goals and investing money without any guidance can be stressful and overwhelming. We’ve had many conversations with clients wondering, “Where do we start?” Optima takes great pride in sharing informative and educational financial and investment insights that are also engaging and easy to understand.
In our video resources section, we aim to provide some answers to your questions about achieving financial freedom and investing your money. These videos offer some clarity on a topic that can be pretty complex.
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30 Years of Optima Asset Management
In our 30th year at Optima Asset Management, we took some time to reflect on our time as financial advisors, working with clients, and the changes we’ve seen in day-to-day life. In these videos, the team discusses their favorite memories, what drew them to Optima, and how the landscape has changed over the past 30 years. We want to make special mention of our founder, Nolan Jones, who was integral in creating this legacy. Finally, here’s to 30 more years!
30 Years of Optima Asset Management
It’s hard to know where to start when investing your money. There is a wealth of information and noise surrounding stocks, assets, and other investment vehicles. This video series provides clarity on asset classes, the types of risk, and predicting market returns.
The Basics of Investing
It’s hard to know where to start when investing your money. There is a wealth of information and noise surrounding stocks, assets, and other investment vehicles. This video series provides clarity on asset classes, the types of risk, and predicting market returns.
Evidence-Based Investing
Evidence-based investing is an approach founded on over half a century of independent, peer-reviewed research. Our videos will break down market pricing, diversification, the factors of return, and investor behavior, explaining each of these concepts in more detail.
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