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Q1 2022 Investing Insights: Top 3 Ways to Diversify for Low and Rising Interest Rates

By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management “You won’t lose the house. Everybody has three mortgages nowadays.” – Venkman (Bill Murray) “But at 19 percent? You didn’t even bargain with the guy.” – Ray (Dan Aykroyd) – “Ghostbusters,” 1984 A top theme in 2022 is the rising interest rate environment, coming off […]

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IAR or RIA? Ever-Expanding Options Have Advisors Wondering What’s Best

To run your practice as an Investment Advisor Representative (IAR), or as a Registered Investment Advisor (RIA): that is the question. Advisors contemplate these models like dental-aisle shoppers pondering the ever-expanding sea of toothpaste, toothbrushes, mouthwashes, floss, whitening strips and everything else in-between the teeth and gums. The options seem endless with enough varieties to […]

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Market Update: The Market is Down, But Not Out

By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 1.25.22 Dynamic Market Update PDF for advisors’ use with clients The U.S. stock market (as represented by the S&P 500 Index) has recently experienced some volatility and downward pressure. It’s always important to take a longer-term perspective on the market: Looking at the […]

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Investing Insights: Evolution of Risk Management

By Konstantin (Kostya) Etus, CFA® Head of Strategy, Dynamic Investment Management Is the 60/40 portfolio dead? This question has been coming up a lot lately given historically high valuations for the stock market and historically low interest rates for the bond market, leading to relatively low return expectations for the future. But that question is […]

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Practice Development: Actionable Tips for Estate Planning

The role of the financial advisor is continuously evolving. With more advisors adopting the comprehensive holistic wealth approach, there’s an increasing number who are engaging in conversations involving estate planning. However, estate planning isn’t just another transaction. It’s not simply the act of developing a plan and setting it on the shelf to be followed […]

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Get to Know…Whitney Johnson

Whitney Johnson plays a dual role at Dynamic, one-part Business Development and one-part Practice Development associate. As an Arizona native, she knows the Grand Canyon State’s 5 C’s well: Copper, Cattle, Cotton, Citrus and Climate. When she’s not busy assisting prospective advisors on how best Dynamic can partner with them and advisor affiliates on how […]

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