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.
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.
Get Started Planning for Your Financial Future

Our Office
8144 Walnut Hill Lane, Suite 1180, Dallas, Texas 75231
Schedule a Meeting
We can meet in our Dallas office or online.
Call Us
Personalized financial advice is just a phone call away.
Email Us
Send us a question, and we’ll respond quickly.