Download the 11.21.25 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset
Let’s be honest — wealth advisors can be some of the thriftiest, most change-resistant professionals out there. (And that’s saying something, given that most of you spend your days convincing other people to invest in their future.)
Happy Halloween! We have a special edition of Dynamic Market Update in honor of this week’s Federal Reserve (Fed) meeting. Investors were looking forward to the big interest rate decision to see if Fed Chair Jerome Powell would deliver a trick or treat.
Download the Q3 2025 Investing Insights for advisors’ use with clients By Kostya Etus, CFA®Chief Investment Officer, Dynamic Asset Management
Download the 10.03.25 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset
High-performing advisory firms don’t just ride market tailwinds. They build systems that compound growth: better client experiences, clearer messaging, sharper
Download the 09.19.25 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset
By Brian Bowen, Director of Advisor Integration Ask a dozen wealth advisors how they segment their practice, and you’ll get
Download the 09.05.25 Dynamic Portfolio Perspectives for advisors’ use with clients By Dynamic’s Asset Management Team Crypto may be moving
Guess what the market has been up to? More all-time highs last week for the S&P 500. Positive sentiment was primarily driven by renewed expectations for the Federal Reserve (Fed) to cut interest rates at their upcoming September 17 meeting.
The S&P 500 is now up close to 11% for the year, which is great on an absolute basis, but pales in comparison to the phenomenal international markets run of 22% (year-to-date through Aug. 18, 2025). Most importantly, increased rate cut expectations have led to a relative outperformance of the beaten up small-cap and value stock asset classes last week, potentially foreshadowing a broader market l
