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

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Amazon, GE and What to Look for in a Business (3:53)

Amazon, GE and What to Look for in a Business (3:53)

How a company management can create or destroy business value over time
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A Closer Look inside DUSA (6:09)

A Closer Look inside DUSA (6:09)

Dodd Kittsley, CFA & Davis Director of ETFs, discusses investment themes, types of companies, and the attractive growth / low multiple companies populating the portfolio
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Equities Role During Periods of Inflation

Equities Role During Periods of Inflation

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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Investor Education
A Market Correction is an Opportunity.
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Click here for current fund holdings: DUSA