How an advisor can help guide clients’ perspective in good markets and bad, fostering the successful compounding of wealth

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Strategies to Mitigate the Investor Behavior Penalty (3:40)

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The most common and damaging investor penalty comes from rushing in at euphoric high prices and panic selling at the lows. Here's a real alternative.
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Why Select Banks are Undervalued Today

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Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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Investor Education
A Market Correction is an Opportunity.
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