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Market Update: Interest Rates Up, Market Down – We Have Good News & Bad News

By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 5.6.22 Dynamic Market Update PDF for advisors’ use with clients   What Happened? As expected, the Federal Reserve (Fed) raised its benchmark interest rate by 0.50% on Wednesday and announced plans to start reducing its large balance sheet in June. The primary reason to […]

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From Trading Baseball Cards to Following Finance Dreams

Why I Became a Financial Advisor by Eric Braund, CFP®, CRPC® At age 14, I made my first investment. Like most kids, I spent my early teen years trading baseball cards and playing video games, but I also started reading The Wall Street Journal. I had been bit by the finance bug, and I found the […]

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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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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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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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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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