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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The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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No one can consistently predict the markets over the short term, yet there are ways to invest with confidence to reach your long-term goals.
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Investor Education
A Market Correction is an Opportunity.
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