How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.

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Performance Prospectuses and Forms

Why We Trimmed AMZN, FB, GOOG and DGX “on strength” in 2021

Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns

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Is the Long Term Bull Market Still Intact?

Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market

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Selected Funds