• Bond Market Update – May 2024

    Download the 5.31.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Yields have largely declined this month as bond investors welcomed a 3.40% year-over-year consumer price index (CPI) print from the Bureau of Labor Statistics on May 15th. While far from the Federal Reserve’s 2% […]

  • Q2 2024 Investing Insights: Top 3 Lessons from Warren Buffett in 2024

    Download the Q2 2024 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “All I want to know is where I’m going to die, so I’ll never go there.” – Charlie Munger (January 1, 1924 – November 28, 2023) – Legendary investor, philanthropist, and friend. As […]

  • Portfolio Perspectives: More Money (Markets), More Problems

    Getting Cash Off the Bench & Back in the Game  By Lucas Felbel, CIMA®, Director, Portfolio Services Investors in short-term instruments may have seen strong returns over the past year thanks to the Fed’s aggressive stance on interest rates to curb inflation. Since the Spring of 2023, investors seeking refuge in money market mutual funds, […]

  • Market Update: The Good, the Bad, and the Fed

    Download the 5.3.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Rate Debate Goes On  April was a rough month for the market, with the S&P 500 down over 4%, the worst monthly return since September of 2023. With that said, we are still on […]

  • Bond Market Update: Sticky Inflation Tempers Easing Expectations

    Download the 4.30.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Yields continued to trend higher in April after a series of higher-than-expected inflation data pushed rate cut expectations deeper into the last half of 2024. Fed Chair Jerome Powell seemed to confirm this shift […]

  • Market Update: Too Hot to Handle

    Download the 4.19.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Inflation Issues After a historically strong first quarter, we have had some weakness in the stock market to start off Q2. While most of us had our eyes on the eclipse, investors were blinded […]