Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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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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The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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