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.

More Videos

Incorporating DUSA in a Portfolio Allocation (1:44)

Incorporating DUSA in a Portfolio Allocation (1:44)

How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
Watch Now
Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
Watch Now
“Fragile Value” & “Speculative Growth” Areas to Avoid

“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More