Blog
Home / Blog
Feb 03 | 2023
Market Update: The Year of The Yield
Download the 2.3.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management One Down, Eleven to Go We made it through January with the S&P 500 up 6.2% for the month, the best January in four years. Investors continue to be optimistic about lower inflation and […]
LEARN MORE >
Jan 20 | 2023
Market Update: On Course for Soft Landing
Download the 1.20.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Off To a Good Start We are leaving 2022 behind and starting out fresh in 2023 with two positive performance weeks in a row for the stock market. Investors are optimistic after receiving favorable […]
LEARN MORE >
Jan 06 | 2023
Market Update: The Market’s 2023 New Year Resolutions
Download the 1.6.23 Dynamic Market Update PDF for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management What’s the market hoping for in 2023? The market had a lot of problems in 2022 and is looking for some resolutions to come in 2023. As per the performance table below, “Stock […]
LEARN MORE >
Dec 28 | 2022
MISSION ACCOMPISHED: Banner Year for Dynamic Asset Management
“Your mission, should you choose to accept it…” – Mission Impossible Despite the headlines that dominated the news cycle in 2022 (Inflation and recession and politics, oh my!), Dynamic stayed the course in accelerating development of its institutionalized asset management services. That course was set in 2021 when a new position at Dynamic, Head of […]
LEARN MORE >
Dec 28 | 2022
Steve Kulesza, CFP® Joins Dynamic, ‘Brings 360-Degree Perspective’
Dynamic recently welcomed Steve Kulesza, CFP® to the team as Chief Business Development Officer. As a member of the Dynamic leadership team reporting to Founder and Chief Executive Officer Jim Cannon, Kulesza will lead the firm’s revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services such as Dynamic Concierge, the […]
LEARN MORE >
Dec 28 | 2022
Get to Know… John Davis
John Davis joined Dynamic’s Portfolio Services team as an associate portfolio trader in April. This former Division I athlete from the University of Tennessee at Chattanooga earned Series 7 and Series 66 licenses. Prior to joining Dynamic, John worked at CollaborativeWEALTH®, an advisory firm headquartered in Lake Mary, Fla. He’s been in the financial services […]
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.