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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Recession Potential and Impact on Portfolio Positioning

Recession Potential and Impact on Portfolio Positioning

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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Chris Davis on Bloomberg ETF IQ

Chris Davis on Bloomberg ETF IQ

Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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Investor Education
A Market Correction is an Opportunity.
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