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

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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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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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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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Investor Education
A Market Correction is an Opportunity.
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Click here for current fund holdings: DUSA