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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Where is the Market Headed from Here?
No one can consistently predict the markets over the short term, yet there are ways to invest with confidence to reach your long-term goals.
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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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Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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