Why Does ESG Investing Matter? One Advisor’s Journey
By Jeffrey Haindl, CFA®, CFP® This year, ESG (Environmental, Social and Governance) strategies have outperformed traditional portfolios. This is partially attributed to the outperformance of technology and the underperformance of…
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On Introspection and Why the ‘Future is Fulfillment’ for Wealth Advisors
By Jim Cannon, Dynamic founder & CEO 2020 may go down as one of the most trying times in history: The COVID-19 pandemic has impacted our lives in countless ways,…
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Cybersecurity: With Everyone at Risk, it’s Everyone’s Business
How Dynamic Has Fortified ‘the Fences’ and What Advisors Can Do Now Cybersecurity threats, notably to the financial services industry, have evolved in recent years, increasing in frequency and sophistication.…
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Resource Calls Provide 2020 Insights, Announce New Program for Dynamic Advisors
In case you missed the latest Dynamic Resource Calls (or if you didn’t, they’re worth a repeat!), here’s a summary of the two must-listen webinars Dynamic hosted in October with…
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Dynamic Salutes New Affiliate, Victory Independent Planning
Dynamic is honored to welcome Victory Independent Planning, LLC, a family firm led by a military veteran, to the Dynamic family. Serving clients with offices in Camas, Wash. and Marco…
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Get to Know…Lucas Felbel
Lucas joined Dynamic in the spring 2020 at a pivotal time in the industry and brings three years of experience in financial services. He held a previous position servicing RIAs…
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