Blog
Home / Blog
Jul 22 | 2024
Market Update: Cooling Inflation Helps Markets
Recent falling inflation, broadening corporate earnings and labor market balancing all increase the potential for a Federal Reserve (Fed) rate cut later this year. A broad array of asset classes could potentially benefit from this rate cut, which strengthens the case for portfolio diversification at a time when a few market leaders have created the potential for concentration risk […]
LEARN MORE >
Jul 12 | 2024
Portfolio Perspectives: Outsourcing Investment Management Enhances Growth and Advisory Practice Value
If you’re like most advisors, you’re perpetually pressed for time. Imagine how a 10 hour boost of productivity could help. That’s what you could potentially gain by utilizing outsourced investment management in the form of third-party asset management platforms (TAMPs), which are increasingly demonstrating that they are more than ready for prime time […]
LEARN MORE >
Jun 28 | 2024
Bond Market Update – June 2024
Amid falling inflation and rising demand for Treasuries, a Federal Reserve Bank rate cut is increasingly likely before November. Fixed Income Trader and Portfolio Manager Bill Smith examines bond market developments in June, which include the beginnings of easing at Central Banks across the world and the ongoing puzzle of an inverted yield curve here in the US […]
LEARN MORE >
Jun 21 | 2024
Market Update: A Glimpse of a Future
As the market anticipates a rate cut later in 2024, market performance is increasingly being driven by a group of technology stocks known as the Magnificent Seven. However, the divergence between the broader market and these stocks creates the potential for a larger selloff when these companies lost momentum […]
LEARN MORE >
Jun 14 | 2024
Portfolio Perspectives: School’s Out! Let’s Talk 529 College Savings Plans
As the cost of a college education continues to rise, you may be concerned about how you can pay for your children’s college education. Fortunately, Section 529 Plans offer a compelling combination of tax advantages, investment growth opportunities, estate planning options, flexibility and control. These benefits make them an attractive […]
LEARN MORE >
Jun 07 | 2024
Market Update: Are You Surprised by the Market?
Despite persistent inflation, interest rate cut delays and geopolitical tensions around the globe, the markets remain resilient, demonstrating low volatility, low pullbacks and low losses. Historical market performance suggests that remaining in the market is a good idea because it’s not about timing the market, but time in the market […]
LEARN MORE >Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Dynamic Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.
Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.