personalized investment advice

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  **Favorable Trends Boost Small-Cap Leader**

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  **Zscaler: A Buying Opportunity Emerges**

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  **P&G: Overpriced Today**

• 10/7/2024

  **IPO Activity and Software Acquisitions Drive Nasdaq Growth**

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  **High-Yield Stocks Face Trouble**

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  **Medium Cap Value ETF for Today’s Market**

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  **Luxury and Power**

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  **My 10 ETF Holdings**

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  **Q3 2024 Investor Letter: Navigating Transitions & Timing**

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  **Okta: Powerhouse in a Critical Industry**