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Technology analyst Beth Kindig believes Nvidia will be worth $10 trillion by 2030...
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Polen Focus Growth Composite Portfolio slightly outperformed the Russell 1000 Growth Index, with both delivering just over a 3% return. Read more here...
Continue ReadingThe BlackRock Global Dividend Fund gives you access to the worldâs equity growth potential and has historically done this with lower volatility than global stock indexes...
Continue ReadingPolen Global Growth Fund initiated a new position in Oracle and did not eliminate any positions. Volatility re-emerged in the third quarter. Read more here...
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Despite a decline in revenue and subscribers, Chegg Inc (CHGG) focuses on brand campaigns and product differentiation to counter AI-driven market shifts...
Continue ReadingYou can typically find attractively priced stocks if you search long and hard enough. Find out how I would invest $10,000 in today's market...
Continue ReadingThe Conservative Allocation Fund's Institutional Class returned +4.82% for the third quarter compared to +6.32% for the Morningstar Moderately Conservative Target Risk Index...
Continue ReadingA strong third quarter for the Partners III Opportunity Fund on an absolute and relative basis, with the Fund's Institutional Class returning +9.38% vs. +6.23% for the Russell 3000...
Continue ReadingEscalating capital expenditures of tech giants like Alphabet, Amazon and Microsoft underscore the heavy investment required to sustain artificial intelligence advancements. Click to read...
Continue ReadingThe Large Cap Equity Fund's Institutional Class posted strong absolute and relative results for the third quarter, returning +7.84% compared to +6.08% for the Russell 1000 Index...
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