How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.

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PM Chris Davis with David Rubenstein of Carlyle Group

PM Chris Davis with David Rubenstein of Carlyle Group

Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)

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Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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You Always Sound Smarter when You’re Bearish

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The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Investor Education
A Market Correction is an Opportunity.
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