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

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Stewardship, Patience and Going Against the Crowd (3:59)

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Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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Tech – The Magnificent 7 and Beyond

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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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Recognize that Market Declines are Inevitable

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10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
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Investor Education
A Market Correction is an Opportunity.
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