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  • About Us
    • Who We Are
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Small Cap, Large Cap, Long Term Investing, Equity Investing, Downside Protection, ESG

Advisors Year-End Checklist – Are You Prepared?

Can you believe Labor Day is behind us? With the end of the year approaching, here is a checklist...
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Small Cap, Large Cap, Equity Investing, Downside Protection

The Value of a Disciplined Long-Term Approach

Throughout this economic cycle, there have been countless events that had the potential to, and...
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Small Cap, Large Cap

[Chart of the Month] The Market is Roughly Flat Over Past 12 Months

What a ride it’s been. It’s hard to believe that after the fourth quarter’s selloff, the first...
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Small Cap, Large Cap

How Far Can the Economy Go with the Low Fuel Light On?

The current U.S. economic expansion has now passed the ten-year mark, and has set the record for...
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Small Cap, Large Cap

Looking for a Few Good Books?

Sure, we read your standard issue financial publications, but there’s more to the Dana team than...
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Epiphany ESG Fund, ESG

Five Statistics ESG Investors Need to Consider

Here are five notable statistics that environmental, social, and governance (ESG) investors need to...
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