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financial advice

How can you find the right adviser

With so many financial advisers to choose from, finding the one who’s right for you is quite a challenge. Here are some tips to help you.

Six Steps Part

The Six Steps to Successful Investing

A 6-part series looking at the six key factors that will help you become a better investor and enjoy greater success with less stress, leaving you to focus on more important things in life.

Passive Investing Theory Part 2

Passive Investing Theory: A four part series

A four-part series on the intellectual foundations of the passive approach to investing. This content was created by our friends at sensibleinvesting.tv

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Stock Market History: A crash course for investors

An 8-part series looking at the lessons we can learn from the history of the stock market. This content was created by our friends at sensibleinvesting.tv

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Understanding the power of markets

This video will help you understand markets for what they are, a massive information processing machine. We shouldn't try to beat the market or predict its next move.

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Prof. Eugene Fama – on modern finance

Prof. Eugene Fama is widely acknowledged as the ‘father of modern finance' and his work has had a remarkable impact on our understanding of how financial markets work.

Fund-managers

Managing your investment risk

In this video Professor Michael Drew explains the balancing act between the risk you take and achieving your investment goals.

No-one can time the market consistently

No one can successfully beat the market with any degree of consistency. This video explores the difficulty of market timing.

retirment savings advice

Professional advice and planning for retirement

There are times in our lives when professional advice is essential - one of those times is when we come to planning for our retirement.

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Why couples need to talk about investing

Many affluent couples share their financial decisions; however do they both decide how their money is invested? 

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Do actively managed funds beat the market?

This video compares actively managed funds with low cost index funds, with input from Professor Keith Cuthbertson.

diversification video

Diversification - the only free lunch in investing

Investment Author Lars Kroijer explains the benefits of investment diversification.

best time to invest

Best time to invest (1927-2014)

See how $1 invested in the U.S. Total Stock Market grew over the last nine decades, as well as what was in the headlines in Time Magazine. We thank our friends at Loring Ward for this content.

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PERMA formula for retirement happiness

Retirement expert Barry LaValley discusses the PERMA formula for retirement happiness.

Collectibles

Are collectibles a valuable investment?

Many people enjoy collecting art, wine and other items of value - but does collecting make sense from an investment point of view?

stress and investing

Don’t make investment decisions when stressed

In this video Dr. Ed Roberts discusses the relationship between stress and investing behaviour.

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How significant are investment fees and charges?

Investment Author Lars Kroijer explains to viewers the long term effect of investment fees and charges.

investor-gambling

Are investors prone to act like gamblers?

Most people would agree that it’s not a good idea to gamble with your life savings – however trading in the stock market can generate similar emotions to those evoked by going to the casino.

industries

Should stock investors move between industries?

We often hear about emerging industries that seem to offer exciting opportunities for investors, but how wise is it to invest heavily in these sorts of areas?

lower returns

Can we expect lower returns in the future?

Several prominent voices have warned that investors should expect lower returns in the future. If this is true, what can you do about it?

salesmen

You need an adviser not a salesman

One of the problems with finding a good financial adviser is that many advisers are actually glorified salespeople. It might sound obvious, but that’s not what you need.

fund-advertising

How fund managers time advertising content

Fund Management company’s time their advertising content very carefully. This video explains this phenomenon - commonly referred to as the horizon effect – and what it means for investors.

Fund-managers

Are there too many active fund managers?

Investment consultant Charles Ellis discusses the history of fund management and how the role fund of managers has changed over time.

etfs explained

What are ETFs and why are they popular?

Hector McNeil of WisdomTree explains the ins and outs of Exchange Traded Funds.

biases

Bad financial behaviour can be expensive!

Why is it important for investors to have at least a basic grasp of behavioural finance? The answer’s simple. Bad behaviour is extremely expensive.

survivorship Bias

What is Survivorship Bias?

Craig Lazzara from S & P Dowe Jones Indices explains Survivorship Bias and what it means for active fund performance.

robo advice

The rise of Robo Advice services

On line Robo Advice services offer lots of incentives to users - they are low cost, easy to use and promise user control. However are they sufficient in assessing an investors risk tolerance?

style drift

Don’t be fooled by Style Drift

This video explains the concept of 'style drift' with commentary from Allan Miller of the True and Fair Campaign.

SPIVA

What is SPIVA?

This video explains SPIVA - where does the data used to generate the scorecards come from and what does it tell investors?

financial planning lifelong

Financial planning is a lifelong process

Financial planning isn't something you can do once in your life and then forget all about it, it’s a lifelong process.

Are You at Risk of Running out of Money?

Managing investment risk is important at every stage, but especially so in retirement.

Investors

Should investors sit on their hands?

Investors see and hear stories in the media about markets falling or rising sharply, and we’re tempted to act on impulse. But should we...?

winning

Persistent outperformance is rare

If a fund has performed well in the past, is that an indication it will do so in the future?

control

Can you control the way you behave?

Is there anything investors can do to protect themselves from their own emotional biases?

The information contained in these videos is believed to be current at the time of publication. While it is believed to be accurate and reliable, no guarantee is provided. These videos provide general advice only and do not provide specific advice for any person and in its preparation Capital Partners Consulting Pty Ltd has not taken into account the investment objectives, specific needs or financial situation of any particular person. Before making any decision regarding your investment and/or risk insurance strategy you should consult a Capital Partners adviser for advice on your particular situation.

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