Additional Resources

At Mitchell Wealth Management, we want to keep you in the know with all the latest information. Please visit this page frequently to view our latest videos and other resources.

Please view this chart that shows the growth of $10,000 based on S&P 500 Index performance over the last several years. Although past performance is no guarantee of future results, we believe looking at the market’s overall resiliency through several major crises and events helps to gain a fresh perspective on the benefits of investing for the long-term.

The CFA Institute has valuable Investor Tools. Click here to try them for yourself!

CION Investment Corporation has a great educational video available that will provide you with a thorough understanding of their fund. Click here to view.

Are you interested in pursuing a better investment experience? Click here to read our 10 steps that will help!

Jim Parker, VP of DFA Australia Limited, writes an outstanding column called Outside the Flags. Take some time to read a few of his articles listed below.


May 2015: The Seven Roles of an Advisor
Feb 2015: Weather vs. Climate

March 2015: MasterChef of Investing
April 2014: Cast in Iron?

The videos below featuring David Booth, Eugene Fama, and Kenneth French, discuss the importance of wealth management, the value an advisor brings, the rewarding aspects of being an advisor, the key objectives that shape their approach to portfolio design, empirical work, and the power of markets.