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Apr 22 | 2022
Dynamic Does its Part to Honor Earth Day
Fully remote since 2009, reduces carbon footprint by 127 tons annually Today marks the 52nd anniversary of Earth Day. Held each year on April 22 since 1970, Earth Day celebrates the birth of the modern environmental movement. According to “Origins of Earth Day” on Earthday.org: In the decades leading up to the first Earth Day, Americans […]
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Apr 21 | 2022
ESG: The ‘Moral Compass’ Across the Investing Landscape
By John Chichester, CPA, PFS, CFP®, AIF®, CEPA Chichester Financial Group LLC On May 14, 2022, John Chichester graduated with distinction from Franklin University Switzerland with a Master of Arts in Political Economy of Money and Development. His thesis was titled, “The Merits of ESG Investing: Is It More Than Just a Marketing Ploy?” Today, […]
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Mar 18 | 2022
It’s Not a Parlor Trick
By Dan Solin FREE Ask Online Course for Dynamic Advisors! When you meet with a prospect, how important is it that you engage them? I’ve asked that question hundreds of times. Everyone gives me the same response: It’s very important. Then I ask: What does that mean to you? The most common response: I want them to be […]
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Mar 15 | 2022
Market Update: Why is the Fed Raising Rates and What are the Implications?
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 3.15.22 Dynamic Market Update PDF for advisors’ use with clients The U.S. Federal Reserve (Fed) is expected to raise short-term interest rates by 0.25% on Wednesday, the first interest rate hike in three years. This will be the official start of a tightening, […]
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Mar 10 | 2022
Market Update: Russia, Rate Hikes and Recession
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 3.10.22 Dynamic Market Update PDF for advisors’ use with clients This week, let’s review the three R’s of 2022: Russia, rate hikes and recession. The last “R” isn’t something we want to hear about during the post-pandemic rebound, however, let’s slow down and […]
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Feb 24 | 2022
Market Update: Market Performance around Crisis Events
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 2.24.22 Dynamic Market Update PDF for advisors’ use with clients The U.S. stock market (as represented by the S&P 500 Index) fell sharply on Thursday (February 24) after Russia launched military attacks on Ukraine. This marks the fifth consecutive down day for the […]
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