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

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PM Chris Davis with David Rubenstein of Carlyle Group

PM Chris Davis with David Rubenstein of Carlyle Group

Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Why Cash May Not be King (1:45)

Why Cash May Not be King (1:45)

Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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Investing through Volatility

Investing through Volatility

PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
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Investor Education
A Market Correction is an Opportunity.
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