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Mar 17 | 2023
Market Update: Ignore the Bitter, Focus on the Sweet
Download the 3.17.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Economic Checkup: Still Healthy While Silicon Valley Bank (SVB) may have dominated headlines this week, there were a couple of major economic data releases that were almost overlooked! If you are interested in more […]
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Mar 14 | 2023
Special Market Update: Overview of Current U.S. Banking Situation
Download the 3.14.23 Dynamic Special Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Summary On Friday, March 10, the Federal Deposit Insurance Corporation (FDIC) closed Silicon Valley Bank (SVB) after the bank failed to raise new capital to cover large deposit outflows, a traditional “run on […]
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Mar 08 | 2023
For Tax-Efficient Investment Management, Understand 3 Key Aspects of Client Profiles
By Marina Hernandez, CFP®, EA, Founder & CEO Swiss American Wealth Advisors Taxes are one of the biggest drags on investment returns. As the saying goes, “It’s not how much you make, it’s how much you keep,” that matters. If we ignore tax-efficient Investment management, no matter how well diversified and low cost our clients’ […]
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Mar 03 | 2023
Q1 2023 Investing Insights: Top 3 Reasons the 60/40 Is NOT Dead
Download the Q1 2023 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “I’ve got the guts to die. What I want to know is, have you got the guts to live?” – Jordan Belfort (Leonardo DiCaprio), “The Wolf of Wall Street,” 2013 With 2022 behind […]
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Feb 17 | 2023
Market Update: Key to Life – Manage Your Expectations
Download the 2.17.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Results vs. Expectations As you may know by now, I’m a movie buff and get excited about new movie releases. In fact, my favorite Super Bowl commercials were the new movie trailers for some […]
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Feb 14 | 2023
Growing Your Practice? 5 Key Considerations when Selecting a Partner
The following is the first of a two-part series on partnering for success. Whether you’re looking to partner with a like-minded advisor, seeking to connect with other businesses to maximize referrals or outsource to a professional services firm to take your practice to the next level, choosing the right partnerships can be a win-win. Growing […]
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