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)

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

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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Correlation Does Not Equal Causation

Correlation Does Not Equal Causation

The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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Chris Davis on Bloomberg ETF IQ

Chris Davis on Bloomberg ETF IQ

Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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Investor Education
A Market Correction is an Opportunity.
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