“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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Investing through Adversity - Chris Davis on Consuelo Mack’s WealthTrack

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Key Considerations When Placing ETF Trades

Dodd Kittsley, Davis Director of ETFs, on four tips for investing in ETFs, including using limit orders, avoiding trades at the market open and close and more.

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Chris Davis on Bloomberg ETF IQ

Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL

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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.