How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it

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Financials:  Underappreciated and Undervalued

Financials: Underappreciated and Undervalued

Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade
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Davis & Goei: Actively Managed ETF Pioneers

Davis & Goei: Actively Managed ETF Pioneers

Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF: Rigorous research, high conviction stock selection, a portfolio distinct from the index, low costs, tax efficiency, transparency, intraday liquidity
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Why We Trimmed AMZN, FB, GOOG and DGX “on strength” in 2021

Why We Trimmed AMZN, FB, GOOG and DGX “on strength” in 2021

Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns
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Investor Education
A Market Correction is an Opportunity.
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