The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.

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Surprising Growth in Active ETFs (2:30)

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Widespread adoption of active ETF strategies, as investors reach beyond index investing
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Rising Multiples Carried the Markets through the “Easy Money” Decade.  What’s Next?

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With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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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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Investor Education
A Market Correction is an Opportunity.
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