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Advice for Advisors

Monday Morning Jump Start with Dan Richards

10 minutes to drive your week

This week: Sending clients a note to review where the market stands at mid-year

Listen to the interview

Last week: Bringing strict discipline to your portfolio

Send your questions to Richards@GetKeepClients.com. See more ideas from Dan Richards.

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How to get core exposure to the world's largest market
John Power, Portfolio Manager of Fidelity U.S. Equity Private Pool, explains how he and his team work with "the best research on the face of the planet" to balance risk and opportunity.
Plus, get insight on how the team avoided the worst financial disaster of 2008.
Watch the video
Fidelity Investments