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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Barron's Interview: Risk May Not Be What You Think It Is

Barron's Interview: Risk May Not Be What You Think It Is

PM Chris Davis offers perspective that can help every investor.
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Investment Lessons from My Grandfather & Father

Investment Lessons from My Grandfather & Father

“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.
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Impact of Inflation & Rising Rates on Portfolio Positioning

Impact of Inflation & Rising Rates on Portfolio Positioning

Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
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Investor Education
A Market Correction is an Opportunity.
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