"An Investment in Knowledge Pays the Best Dividend."

Our investment philosophy is not solely based on conventional investment wisdom. In fact, you may be surprised at what we’ve found to be contradictory to conventional beliefs. Don’t be fooled, gain an educational edge.

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Buy and Hold

Buy and hold investing has been a popular concept since its introduction in the 1970s. The theory suggests investors will have long-term success by participating in the market’s greatest periods of return. While that may be true, investors need to consider the other end of the spectrum.

Capital Matters

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At WBI, over the years people have asked us how to build a successful investment portfolio. We believe investors should focus on capital instead of returns and here’s why.

Performance Illusion

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Don’t be fooled by the performance illusion that could hinder you from capturing the results you need. Which manager would you choose?

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The views presented are those of the authors and participants, and should not be construed as investment advice. The authors, participants, or clients of WBI may own stock discussed in these insights. This page contains links to third-party websites. WBI does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Your access to and use of such websites is governed by the terms of use and privacy policies of those sites, and shall be at your own risk. WBI disclaims responsibility for the privacy policies and customer information practices of third-party internet websites.