Investment Podcast #26 - Investing Experience During Volatility

When the market noise is deafening, how do you help clients stay calm and focused?  In this episode, host James Whelan speaks with Bhanu Singh (DFA Australia) and David Andrew (Capital Partners) about equipping clients to ride out volatility. From using 'fire-drill conversations' to build resilience, to rebalancing discipline, anchoring back to plans, and demystifying sensationalist headlines, this episode is packed with strategies for cutting through noise, managing behaviour, and helping clients stay focused and invested in portfolios that are built to withstand uncertainty. Bhanu Singh LinkedIn: https://www.linkedin.com/in/bhanu-singh-5b09602/ David Andrew LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ Capital Partners Website: https://capital-partners.com.au/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20250728/ General Disclaimer – https://www.ensombl.com/disclaimer/