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

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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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The Importance of Healthy Investor Behavior

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Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
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The Davis Select Worldwide ETF (DWLD)

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Danton Goei, Portfolio Manager of DWLD, on his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings.
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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.