Blog

Home / Blog

BlogConnecting ideas and people through the advisor lens

Card image cap
Get to Know…Anh (Anny) Nguyen

Senior Trade Support Associate and outdoor adventurist Anh (Anny) Nguyen joined Dynamic’s Investment Management team in March from Merrill Lynch where she started as a financial planning intern in 2017. She’s a 2022 graduate of the University of North Florida where she double majored in Finance and Financial Planning with a minor in Economics. Upon […]

LEARN MORE >
Card image cap
Get to Know…Jason Cole

The Concierge team welcomed Jason Cole in March, client service associate and world traveler with a penchant for photography. Jason joined Dynamic from F&M Trust, a community bank in South Central Pennsylvania. Prior to F&M Trust, he served the CFA Institute for 16 years and received the Investment Foundations® certificate. Jason holds an Associate of […]

LEARN MORE >
Card image cap
Dynamic-CAIS Partnership Delivers Complete Alternative Investment Solution

In early Q3, Dynamic announced an enterprise-level agreement with CAIS, the leading alternative investment platform servicing the wealth management and asset management industries. As Dynamic continues to accelerate development of institutionalized asset management services, the partnership with CAIS allows Dynamic’s advisor affiliates to access a range of alternative investment capabilities, addressing Dynamic’s need for high-net-worth client […]

LEARN MORE >
Card image cap
Q3 2022 Investing Insights: Top 3 Reasons to Stay Invested for the Long-Term

By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Download the 9.16.22 Dynamic Quarterly Market Update for advisors’ use with clients “Winning that ticket, Rose, was the best thing that ever happened to me… it brought me to you. And I’m thankful for that, Rose. I’m thankful. You must do me this honor. Promise […]

LEARN MORE >
Card image cap
Market Update: Presidential Cycle vs. Stock Market

Download the 9.2.22 Dynamic Market Update for advisors’ use with clients  By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Recent Market Activity: Volatility Abounds Friday, Aug. 26 – Jackson Hole, Wyo.: Federal Reserve (Fed) Chairman Jerome Powell made a clear and direct speech about the Fed’s plans going forward. Fighting inflation is the Fed’s […]

LEARN MORE >
Card image cap
Market Update: Do Bonds Still Matter?

Download the 8.19.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Q&A Q. Stocks and Bonds Are Both Down in 2022. Is This a Rare Occurrence? A. This has truly been a historic year in the markets. Yes, we have experienced a stock market selloff, […]

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.

Go to Top