Videos


Working out how much you pay in fees and charges isn't easy 11 July, 2019

Working out how much you pay in fees and charges isn't easy

As a consumer, you need to know how much you’re paying. Unfortunately for investors, most fund management companies...
Mutual Fund Landscape 28 June, 2019

Mutual Fund Landscape

2019 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed their primary...
Good news! The fund industry is finally shrinking 24 June, 2019

Good news! The fund industry is finally shrinking

As products and services mature we usually get better products and or lower costs, right? Not so in the retail...
Lessons from the global financial crisis 11 June, 2019

Lessons from the global financial crisis

No one can predict the future. But we can learn lessons from the past. Here's a short video explaining how you can...
Trusting an adviser 22 May, 2019

Trusting an adviser

There are two elements to trusting an adviser. The first is a conscious decision: Is the adviser competent? The...
Preparing for retirement isn't just about money 08 May, 2019

Preparing for retirement isn't just about money

Thinking about what you really want to do with the rest of your life is the big retirement question. Do you do...
Active investing costs far more than the headline charge 07 May, 2019

Active investing costs far more than the headline charge

Most things we buy have a clear price and we make purchases knowing all explicit costs. By contrast the cost of...
Only focus on things that matter 07 May, 2019

Only focus on things that matter

No one can reliably forecast the market's direction or predict which stock or investment will outperform. Private...
The Number 1 lesson from market history 15 April, 2019

The Number 1 lesson from market history

Question: What is THE Number 1 lesson from market history? Answer: diversify and invest for the long-term...
Why fund industry advertising can often mislead 21 March, 2019

Why fund industry advertising can often mislead

We've all seen the adverts for the latest sure-fire investment fund or idea ... “Of course, what they don’t tell you...
Past performance tells us very little 07 March, 2019

Past performance tells us very little

The media would have us believe that past performance is a significant and reliable indicator of future returns...
Why managing your own investments is a risk 25 February, 2019

Why managing your own investments is a risk

Good advisers really do earn their fees during bouts of market volatility. Unadvised investors don’t have that...
Risk and volatility are not the same thing 07 February, 2019

Risk and volatility are not the same thing

Financial professionals use the terms risk and volatility as if they were interchangeable. They are not; they are...
Why cost is even more important than before 24 January, 2019

Why cost is even more important than before

We often say that focusing on what you can control is the key to investing success. Fees and charges can be...
Can investors learn from the Yale Model? 10 January, 2019

Can investors learn from the Yale Model?

The Yale model has a good track record but we don't suggest that investors should try to copy it. This short video...
Men and women see investing differently 20 December, 2018

Men and women see investing differently

Research shows that women tend to have a different attitude towards investing than men. When women are involved in...
Data on active fund performance you can't ignore 11 December, 2018

Data on active fund performance you can't ignore

If skill exists and is identifiable it will turn up in prior performance. Right? Wrong. Over time, these reports...
What investors can learn from Norway 30 November, 2018

What investors can learn from Norway

The Norway (investment) model in a nutshell: maximum diversification for the minimum cost whilst insisting on...
Don't aim for perfectionism 21 November, 2018

Don't aim for perfectionism

A short video where Carl Richards explains why perfectionism isn't necessary for your portfolio. Your portfolio...
Why exciting technologies can be risky 08 October, 2018

Why exciting technologies can be risky

New technology can make for an attractive investment story. This short video looks at the potential problems of...
Why overconfidence in investing can be dangerous 13 September, 2018

Why overconfidence in investing can be dangerous

While behavioural economics is a relatively new discipline, many of its core tenets date back to ancient Greece. In...
Can You Predict a Good Time to Buy Stocks?

Can You Predict a Good Time to Buy Stocks?

Can investors predict when to buy and sell securities? Jim Davis, PhD runs more than 780 tests on data from 15 stock...
The Power of Markets

The Power of Markets

The collective knowledge of buyers and sellers helps investors harness the power of financial markets.
Home Bias: Why Should We Invest Internationally?

Home Bias: Why Should We Invest Internationally?

It's easy to over expose oneself to ones domestic market - regardless of where we live. Here U.S. based independent...
When Interest Rates Change...

When Interest Rates Change...

Pundits will have you believe that you can profit from central bank interest rate announcements. The evidence...

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