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

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Undervalued & Underappreciated – The Opportunity Today in Select Financials  (4:05)

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Why the best-run Financials continue to be significantly undervalued, as investors misunderstand their durability and earnings power
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Rising Multiples Carried the Markets through the “Easy Money” Decade.  What’s Next?

Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?

With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Investor Education
A Market Correction is an Opportunity.
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