Unlock Knowledge and Intentionality with 16 Invaluable Books By Craig Morningstar, Chief Operating Officer In the realm of financial planning, a multifaceted tapestry of wisdom and principles intertwines with the intricate nuances of individual aspirations and financial landscapes. It is a discipline where monetary artistry meets the profound spectrum of human experience. And where practitioners […]
Download the 10.13.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management The Great Debt Debate Happy Friday the 13th! But more importantly, Happy Birthday to me! It’s a fun birthday to have during Halloween month. Speaking of scary times, recent headlines have been heavy with […]
5 Behaviors to Keep Top of Mind By Steve Kulesza, CFP®, Chief Business Development Officer When most people think of sales, they think of a simple transaction of a product or service for the exchange of money. Meet a potential buyer, show them your product or service, provide a fair price and close the deal. […]
Download the 9.29.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Fed Economic Projections It has been a rough September with the market down for three weeks in a row. To top things off, volatility has come back as investors try to digest comments from […]
Download the 9.22.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager For an asset class sometimes considered unexciting, the bond markets have been anything but dull in 2023. Bank failures, a hawkish Federal Reserve (Fed), disinflation, and higher yields have all contributed to a year […]
Download the 9.8.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Labor Market Update August was a relatively flat month in terms of stock market performance as investors contemplated the potential next moves from the Federal Reserve (Fed): To hike or not to hike? That […]
