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The American Dream has long been a cornerstone of optimism and progress. But for many today, that dream feels uncertain, shaped by affordability challenges, growing debt, and a financial culture defined by short-term thinking. 

At our 4th Annual Investor Symposium, CEO Jeff Sarti posed a timely question: What’s next for the American Dream and what does it mean for investors? 

Alongside Chief Investment Officer Meghan Pinchuk and Director of Financial Planning Beau Wirick, Jeff explored how a Healthy Skeptic mindset can help investors look beyond market fads and speculation, focusing instead on fundamentals, real assets, and resilience. 

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This theme continues in Jeff’s new Healthy Skeptic issue, “Investing in the Age of an Altered American Dream.” 

You’ll discover: 

• Why the “YOLO” mindset has taken hold and how it’s reshaping markets. 

• Why disciplined, long-term investing remains as vital as ever. 

• How to realign your portfolio toward tangible, meaningful assets designed to endure. 

If the American Dream has changed, maybe the way we invest should too. 

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