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Apr 05 | 2023
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times
A Q&A with Jennifer Valdes, CFP®, principal of Financial Designs Wealth As a wealth advisor, your client communications skills are constantly put to the test given the unpredictable nature of the market. Just as one news cycle affecting the markets winds down, another whips up like a cyclone…Failed banks, Big Tech layoffs, Fed interest rate
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Mar 31 | 2023
Market Update: Banking March Madness
Download the 3.31.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Where is it safe to park your cash? There has been uncertainty over the past month about the stability of global cash networks which has created some fear about traditionally safe venues for safe
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Mar 17 | 2023
Market Update: Ignore the Bitter, Focus on the Sweet
Download the 3.17.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Economic Checkup: Still Healthy While Silicon Valley Bank (SVB) may have dominated headlines this week, there were a couple of major economic data releases that were almost overlooked! If you are interested in more
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Mar 14 | 2023
Special Market Update: Overview of Current U.S. Banking Situation
Download the 3.14.23 Dynamic Special Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Summary On Friday, March 10, the Federal Deposit Insurance Corporation (FDIC) closed Silicon Valley Bank (SVB) after the bank failed to raise new capital to cover large deposit outflows, a traditional “run on
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Mar 08 | 2023
For Tax-Efficient Investment Management, Understand 3 Key Aspects of Client Profiles
By Marina Hernandez, CFP®, EA, Founder & CEO Swiss American Wealth Advisors Taxes are one of the biggest drags on investment returns. As the saying goes, “It’s not how much you make, it’s how much you keep,” that matters. If we ignore tax-efficient Investment management, no matter how well diversified and low cost our clients’
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Mar 03 | 2023
Q1 2023 Investing Insights: Top 3 Reasons the 60/40 Is NOT Dead
Download the Q1 2023 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “I’ve got the guts to die. What I want to know is, have you got the guts to live?” – Jordan Belfort (Leonardo DiCaprio), “The Wolf of Wall Street,” 2013 With 2022 behind
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