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Market Update: Economic Health Checkup

Download the 8.05.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Economic Updates July 27, 2022: The Federal Reserve…

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Market Update: Are We in A Recession?

Download the 7.15.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Economic Updates 1. Inflation Still Elevated – The…

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Market Update: Persistent Inflation Leads Fed to Take Action

By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Download the 6.17.22 Dynamic Market Update PDF for advisors’ use with clients What Happened? A 5-Day Timeline 6/10/2022: Disappointing Inflation Data…

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Top 3 Lessons from Warren Buffett

By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management “Number one rule of Wall Street. Nobody—and I don’t care if you’re Warren Buffet or if you’re Jimmy Buffet—nobody knows…

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Broadening the Investment Universe for HNW Individuals

3 Key Reasons to Consider Private Markets The case for private markets investing is mounting, according to various industry sources that liken the vast opportunities within private markets to the…

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Get to Know…Cathy Schultz

Cathy Schultz, compliance analyst, has 17 years in the financial services industry and is a well-rounded professional accustomed to wearing many hats. Vanguard, AssetMark, Schwab and American Funds are just…

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