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

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Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)

Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)

Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
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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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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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Investor Education
A Market Correction is an Opportunity.
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