The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.

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Why should equity investors be optimistic about the next decade?

Why should equity investors be optimistic about the next decade?

The folly of short term forecasts, and putting current stock market valuations into perspective
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The Importance of Healthy Investor Behavior

The Importance of Healthy Investor Behavior

Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
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The Case for International Investing (Full Liz Claman video – 14:30)

The Case for International Investing (Full Liz Claman video – 14:30)

Thousands of growing companies and the majority of the global economy operate beyond US shores. The compelling case for expanding your investment search internationally.
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Investor Education
A Market Correction is an Opportunity.
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