Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints

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Tech – The Magnificent 7 and Beyond

Tech – The Magnificent 7 and Beyond

Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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How Inflation Impacts Portfolio Positioning

How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.
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“Fragile Value” & “Speculative Growth” Areas to Avoid

“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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Investor Education
A Market Correction is an Opportunity.
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