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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AI: Separating Hype from Opportunity (4:17)

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Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
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Investment Themes in the Portfolio Today (1:53)

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Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
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Why Successful Investors Keep Emotions in Check

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How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.
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Investor Education
A Market Correction is an Opportunity.
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