Topics Include:
Are We a Growth Manager or a Value Manager? … Yes – Style agnostic investing is a major way investors can reduce style box risk.
Stray and Pray – The importance of a disciplined process.
A Bumpy Start to the Rate Cut Era – A promising finish to 2023 meets reality in early 2024. We’ll have to wait a bit longer for those rate cuts.
The Role of an Executor – “In this world nothing can be said to be certain, except death and taxes” – Benjamin Franklin.
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