“Fragile Value” & “Speculative Growth” Areas to Avoid

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

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Disclaimers
Prospectuses and Forms

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Navigating Today’s Volatility (3:52)

Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”

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Amazon, GE and What to Look for in a Business (3:53)

How a company management can create or destroy business value over time

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Tech – The Magnificent 7 and Beyond

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.

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.