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Nov 10 | 2021
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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Nov 10 | 2021
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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Sep 15 | 2021
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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Aug 19 | 2021
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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Aug 19 | 2021
Get to Know…Josh Farley
Dynamic has a magician in its midst. As Technology Service Associate on the Onboarding Team, Josh Farley joined Dynamic in the fall 2020. Josh’s unique perspective and ability to juggle an array of projects across Dynamic’s platform is fine-tuned by years as an accomplished magician. He has performed grand illusions from New York to California, […]
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Aug 19 | 2021
Tips for Year-End Retirement Planning
As year-end is quickly approaching, many advisors are looking over their client relationships, reviewing deadlines and ensuring they’re prepared to address any items that need to be completed prior to the end of the year. One area of focus this time of year is the need to review and discuss retirement planning options with clients. […]
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