Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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Incorporating DUSA in a Portfolio Allocation (1:44)

Incorporating DUSA in a Portfolio Allocation (1:44)

How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
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The Importance of Healthy Investor Behavior

The Importance of Healthy Investor Behavior

Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
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Financials – Underappreciated and Undervalued

Financials – Underappreciated and Undervalued

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.