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

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Surprising Growth in Active ETFs (2:30)

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Widespread adoption of active ETF strategies, as investors reach beyond index investing
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Uncovering Opportunities in the Tech Sector (3:35)

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How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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Recession Potential and Impact on Portfolio Positioning

Recession Potential and Impact on Portfolio Positioning

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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Investor Education
A Market Correction is an Opportunity.
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