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Feb 21 | 2022
Dynamic Welcomes First Advisor of 2022
When Bill Hansen joined Dynamic Wealth Advisors dba Crooked Tree Capital Advisors in January, he became Dynamic’s first advisor of 2022. Established in 2012 in Petoskey, Mich., by John Marshall, CFA®, CFP®, AIF®, Crooked Tree has been an affiliate advisory firm of Dynamic for nearly a decade. Prior to joining Crooked Tree Capital Advisors, Hansen was […]
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Feb 21 | 2022
Get to Know…Shariss Tritschler
Shariss Tritschler has more than 14 years of experience in the financial industry. This Las Vegas native turned Phoenician brings a unique perspective to Dynamic, having worked in brokerage operations for much of her career, including roles at Vanguard and USAA. She earned Series 7 and 63 licenses and has specialized in change of ownership, […]
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Feb 21 | 2022
5 Financial Planning Tips I Love
by Patrick Huey, CFP®, CAP®, ATP Owner and Principal Advisor, Victory Independent Planning America Saves Week is Feb. 21-25, and since I’m writing this with Valentine’s Day also in mind, here are some wealth management and financial planning tips I’m telling my clients that I love for 2022. 1) Get ‘recession ready’ Relax, that isn’t a prediction for the […]
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Feb 21 | 2022
M&A Journeys: Continuity vs. Succession
It’s no secret the wealth advisor population is aging with nearly one-half of current advisors age 55 and over. For advisors in this age group who had already begun to think about and plan for the future of their practice, COVID-19 has accelerated their efforts, raising more questions than ever before. When it comes to […]
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Feb 21 | 2022
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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Feb 21 | 2022
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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