• The following post has been adapted from Dynamic advisor Patrick Huey’s “This Week in History” blog. Huey is the owner and principal advisor of Victory Independent Planning, a boutique firm offering portfolio management, retirement planning and charitable gifting strategies. By Patrick Huey, CFP®, CAP®, ATP  On March 6, 1947, Richard Douglas Fosbury was born in […]

  • Download the Q1 2024 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “And I know what I have to do now. I gotta keep breathing. Because tomorrow the sun will rise. Who knows what the tide could bring?” – Chuck Noland (Tom Hanks), “Cast Away,” […]

  • Download the 2.23.34 Dynamic Bond Market Update for advisors’ use with clients First Cut Remains Elusive Although rate cuts are still widely anticipated this year, recent data has pushed the expected start date further into 2024. The likelihood of a cut at the next Federal Open Market Committee (FOMC) meeting appears low, following comments from […]

  • Download the 2.16.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  What Recession?  Happy Valentine’s Day! As a special treat, the S&P 500 has crossed over 5,000 for the first time ever. While this is just a number, it signifies the strength we have exhibited […]

  • The Right Asset. In the Right Place. At the Right Time. By Lucas Felbel, CIMA®, Director, Portfolio Services In the ever-evolving landscape of wealth management, financial advisors navigate the difficult inevitabilities of death and taxes with their clients. While the former remains beyond our control, the latter offers a subject where advisors can exert positive […]

  • Download the 2.2.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  All Eyes on Fed  As January came to an end, the stock market found another victory with a third consecutive month of positive returns as the S&P 500 gained more than 1%. The stock […]