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

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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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The Davis Select Worldwide ETF (DWLD)

The Davis Select Worldwide ETF (DWLD)

Danton Goei, Portfolio Manager of DWLD, on his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings.
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Financials – Underappreciated and Undervalued

Financials – Underappreciated and Undervalued

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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Investor Education
A Market Correction is an Opportunity.
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