WELS Investment Funds Videos

Please scroll to the bottom of the page to view or download our WELS Investment Funds videos.

Overview videos
This series of videos provides an overview of WELS Investment Funds and shows how we can be your strong partner to help you achieve your ministry goals.

Quarterly Update videos
Each quarter, our investors tune into our 30-minute webinars that feature Bill Burns, CFA, senior investment consultant for Vanguard, as he delivers a quarterly market recap, an investment performance review for the WELS Funds, and Vanguard’s market and economic outlook. The webinar also includes an informative Q&A with Bill Burns and Executive Director Jim Holm featuring current issues impacting the markets.

Want to be added to the list to register for our quarterly updates? Contact us at welsfunds@wels.net or 877-888-8953.

Quarterly Update Q&A videos
These videos feature Bill Burns, CFA, senior investment consultant at Vanguard, as he answers specific investment questions during our quarterly update webinars.

Market Uncertainty videos
These brief videos offer helpful information for our investors regarding how to respond during times of market uncertainty.

  • Responding to market uncertainty (full video with Parts 1-3)
  • Part 1: The effects of market volatility on endowment portfolios
  • Part 2: Revisiting your asset allocations during market downturns
  • Part 3: Responding to rising inflation

Questions? Contact us at welsfunds@wels.net of 877-888-8953.


Downloadable resources

FileAction
WELS Investment Funds overview video: Here to serve youDownload
WELS Investment Funds overview video: A strong partner in ministryDownload
WELS Investment Funds quarterly update—August 2022Download
Quarterly update Q&A videosDownload
Responding to market uncertainty overview (full video)Download
Part 1: The effects of market volatility on endowment portfoliosDownload
Part 2: Revisiting your asset allocations during market downturnsDownload
Part 3: Responding to rising inflationDownload
Showcase featuring all three market videosDownload
  • 68.96 KB File Size
  • 9 File Count
  • September 23, 2022 Last Updated