Market Update: Interest Rates Up, Market Down – We Have Good News & Bad News
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 5.6.22 Dynamic Market Update PDF for advisors’ use with clients What Happened? As expected, the Federal Reserve (Fed)…
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From Trading Baseball Cards to Following Finance Dreams
Why I Became a Financial Advisor by Eric Braund, CFP®, CRPC® At age 14, I made my first investment. Like most kids, I spent my early teen years trading baseball cards…
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Dynamic Does its Part to Honor Earth Day
Fully remote since 2009, reduces carbon footprint by 127 tons annually Today marks the 52nd anniversary of Earth Day. Held each year on April 22 since 1970, Earth Day celebrates…
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ESG: The ‘Moral Compass’ Across the Investing Landscape
By John Chichester, CPA, PFS, CFP®, AIF®, CEPA Chichester Financial Group LLC On May 14, 2022, John Chichester graduated with distinction from Franklin University Switzerland with a Master of Arts…
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It’s Not a Parlor Trick
By Dan Solin FREE Ask Online Course for Dynamic Advisors! When you meet with a prospect, how important is it that you engage them? I’ve asked that question hundreds of…
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Market Update: Why is the Fed Raising Rates and What are the Implications?
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 3.15.22 Dynamic Market Update PDF for advisors’ use with clients The U.S. Federal Reserve (Fed) is expected to…
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