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Mar 16

COVID19 - I'm back from India and a bear market

A lot can happen in a few weeks. My thoughts and others on what is happening....
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Jan 21

Summer Market Commentary and the year in review 2019

Here is a look back at 2019 with market reviews and economic events....
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Jan 08

Hindsight is 2020. Foresight isn't.

Most of us would like to know what the future holds and we get some comfort out of trying to forecast what may lie ahead, but can we make investment decisions on forecasts, opinions and views?...
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Dec 24

Christmas news and predictions

Is that time of year where predictions are in place for 2020. Should you listen? Plus how have the last few months tracked....
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Nov 25

Why we allocate investments to Dimensional Funds

Occasionally Optima Wealth is asked why we allocate a high proportion of funds to the range of funds supplied by Dimensional Fund Advisers (Dimensional or DFA). Optima Wealth and our research partner ...
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Free consultation

Tailoring a solution that ultimately realises your financial ambitions starts by getting to know you.

Get in touch