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Book Review: The Power of ‘The Psychology of Money’ for Me and My Clients

By Michelle Kaufman, CFA®, CPWA® Ever since I started my boutique wealth practice, Prioritas Financial Advisors, I’ve wanted to connect with great people to discuss big ideas. Most of my clients are high achieving women and couples who’ve had tremendous life experience. Through my monthly Prioritas Book Club, I’ve discovered a wealth of client stories waiting to be […]

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Perspectives on Estate Planning: An Essential (and Delicate) ‘Ask’

On a recent Dynamic Resource Call, “Conversation & Collaboration: An Attorney’s Take on Estate Planning,” Dynamic COO Craig Morningstar welcomed Bernard (Bernie) Rethore, J.D. He’s the managing partner of Phoenix-based Pfarr & Rethore, P.C.., an established law firm specializing in estate planning, probate and trust administration. “The majority of Rethore’s estate planning clients are brought to […]

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Q4 2021: Top 3 Silver Linings: Volatility, Rising Rates, COVID

By Kostya Etus, CFA®, Head of Strategy, Portfolio Services Team “You have to do everything you can, you have to work your hardest, and if you do, you have a shot at a silver lining.” – Pat/Bradley Cooper (“Silver Linings Playbook” 2012) There are plenty of things to worry about these days, including global supply […]

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Women and Wealth: Meeting the Needs of a Dynamic Demographic

With women making up more than half the U.S. population, a wealth advisor’s understanding of how to best serve female clients isn’t an option; it’s a necessity. Adding to a population that favors females, women are not only earning more, they are inheriting more and outliving their male counterparts by an average of five years. […]

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Q3 2021: Top 3 Investor Concerns: Taxes, Inflation and Crypto

By Kostya Etus, CFA®, Head of Strategy, Portfolio Services Team “Buy low, sell high. Fear? That’s the other guy’s problem.” – Louis Winthrope III (“Trading Places,” 1983) The strong performance for the stock market continues, however volatility is elevated and there are some investor concerns for the future. Here, we review taxes, inflation and crypto. […]

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Get to Know…Mat Weiss

August 2021 marks Mat Weiss’s three-year work anniversary at Dynamic. He began his Dynamic career as a team lead in Portfolio Services and currently serves as a coordinator on the Business Development Team. Mat’s 14 years of experience in the financial services field includes Charles Schwab, where he served prior to Dynamic. At Schwab, he […]

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