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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Rising Multiples Carried the Markets through the “Easy Money” Decade.  What’s Next?

Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?

With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Key Considerations When Placing ETF Trades

Key Considerations When Placing ETF Trades

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Davis & Goei: Actively Managed ETF Pioneers

Davis & Goei: Actively Managed ETF Pioneers

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Investor Education
A Market Correction is an Opportunity.
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