iShares is committed to providing investors with educational resources fostering the development of financial literacy and supporting individual investment strategies.


Through this partnership with Bruce Sellery we are excited to deliver some fundamental tenets for any investor.


Bruce Sellery is the founder of personal finance training company Moolala. Its mission is to "inspire people to get a handle on their money so they can live the life they want". His style is simple and straight-forward, and if you invest just a few minutes of your time he will take you through some really important lessons regarding personal finance.


There are 5 short videos in this series which you can watch in any order. Rest assured you will come away with some new insights on the ease of personal finance and simple tools that can help your personal investment portfolio.



Videos

"The Priority Pyramid" – Figuring out what to focus on first:

Getting a handle on your money can be overwhelming. But it doesn't have to be. The Priority Pyramid will help you figure out what to focus on first, based on your individual circumstances.

Solo or duet–Determining if you need a Financial Advisor:

Some people choose to get a handle on their money on the own. And others partner with a financial advisor. Both options can deliver great results, so how do you choose? This video takes you through a series of questions about your financial situation, your needs and your interests so you can look at the benefits and the costs of each option.

Baking butter tarts - What dessert has to do with investing:

Butter tarts are not hard to make and neither is creating a basic investment portfolio. For both, you need to know "what" ingredients you need, "how much" of each to use, and "how" to bring them all together. This video provides a simple way to understand how to build a portfolio, in less time than it takes to bake a batch of butter tarts.

Portfolio checkup - How to rebalance your investments:

Like most things you value in life – your home, your car and your health, maybe your portfolio needs regular maintenance. This video takes you through the importance of rebalancing your investments.

Subway or taxi - Understanding active & passive investing:

There are many approaches to investing. Understanding the difference between active and passive investing can help you determine if you want to use one or the other, or both in your portfolio. This video uses New York City subways and taxis to demonstrate the two approaches.