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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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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You Always Sound Smarter when You’re Bearish

You Always Sound Smarter when You’re Bearish

The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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The Return to Rationality

The Return to Rationality

The bursting of the easy money bubble marks a huge transition for the markets
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Investor Education
A Market Correction is an Opportunity.
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