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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Where is the Market Headed from Here?

Where is the Market Headed from Here?

No one can consistently predict the markets over the short term, yet there are ways to invest with confidence to reach your long-term goals.
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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 Implications of Rising Rates

Investor Implications of Rising Rates

How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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Investor Education
A Market Correction is an Opportunity.
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