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Apr 19 | 2024
Market Update: Too Hot to Handle
Download the 4.19.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Inflation Issues After a historically strong first quarter, we have had some weakness in the stock market to start off Q2. While most of us had our eyes on the eclipse, investors were blinded […]
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Apr 12 | 2024
Portfolio Perspectives: Optimal Asset Location, Part 2 – Fixed Income
The Right Asset. In the Right Place. At the Right Time By Lucas Felbel, CIMA®, Director, Portfolio Services Financial advisors stand as fiduciaries dedicated to advocating for client interests and refining their expanding knowledge library, directly benefiting their clientele. Cornerstone to an advisor’s fiduciary insight lies in optimizing post-tax investment outcomes through strategic asset placement […]
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Apr 05 | 2024
Market Update: Starting Out Strong
Download the 4.5.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management First Quarter Stock Market Strength The U.S. stock market had a historically strong first quarter to kick off 2024 with a 10.6% total return for the S&P 500 index. This was the best first […]
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Apr 01 | 2024
Bond Market Update: Spotlight on Central Banks
Download the 4.1.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager While changes in monetary policy are always good for a headline, March has been particularly notable for central banks across the globe. The Bank of Japan raised rates for the first time since 2007. […]
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Mar 22 | 2024
Portfolio Perspectives: Finessing Custom High-Net-Worth Strategies
By Lucas Felbel, CIMA®, Director, Portfolio Services Wealth management has undergone a significant transformation over the past decade. Exchange-Traded Funds (ETFs) have emerged over mutual funds as the preferred investment vehicle suitable for most investors, and the proliferation of separately managed accounts (SMAs) offer unique solutions for complex client situations, democratizing strategies once exclusive to […]
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Mar 15 | 2024
Market Update: Mixed Bag for March
Download the 3.15.24 Dynamic Market Update for advisors use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management We Have Good News and Bad News March has seen some mixed results from the markets and the economy. Both stock and bond markets have exhibited some choppy sessions as investors try and digest […]
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