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“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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Surprising Growth in Active ETFs (2:30)

Surprising Growth in Active ETFs (2:30)

Widespread adoption of active ETF strategies, as investors reach beyond index investing
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Separating Hype from Opportunity – Investment Implications of AI (4:44)

Separating Hype from Opportunity – Investment Implications of AI (4:44)

How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
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The Importance of Healthy Investor Behavior

The Importance of Healthy Investor Behavior

Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.