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

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Uncovering Opportunities in the Tech Sector (3:35)

Uncovering Opportunities in the Tech Sector (3:35)

How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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Why should equity investors be optimistic about the next decade?

Why should equity investors be optimistic about the next decade?

The folly of short term forecasts, and putting current stock market valuations into perspective
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Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
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Investor Education
A Market Correction is an Opportunity.
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