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Market Update: Despite Scary Stories, Stocks Show Strength

Download the 10.28.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Market Update Happy Halloween! There are many scary movies…

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Market Update: Despite Adversity, Job Growth Remains Strong

Download the 10.14.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Economic Update  Interest rates rise, inflation persists, Ukraine and…

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Market Update: The Dangers of Timing the Market

By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Download the 9.30.22 Dynamic Market Update for advisors’ use with clients Recent Market Activity: Inflation Surprises, Fed Hikes Rates, Markets…

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Dynamic-CAIS Partnership Delivers Complete Alternative Investment Solution

In early Q3, Dynamic announced an enterprise-level agreement with CAIS, the leading alternative investment platform servicing the wealth management and asset management industries. As Dynamic continues to accelerate development of…

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Get to Know…Jason Cole

The Concierge team welcomed Jason Cole in March, client service associate and world traveler with a penchant for photography. Jason joined Dynamic from F&M Trust, a community bank in South…

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Get to Know…Anh (Anny) Nguyen

Senior Trade Support Associate and outdoor adventurist Anh (Anny) Nguyen joined Dynamic’s Investment Management team in March from Merrill Lynch where she started as a financial planning intern in 2017.…

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