Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.

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Tech – The Magnificent 7 and Beyond

Tech – The Magnificent 7 and Beyond

Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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Why Successful Investors Keep Emotions in Check

Why Successful Investors Keep Emotions in Check

How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.
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Why International

Why International

Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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Investor Education
A Market Correction is an Opportunity.
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