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Delivering Tax Managed Investing Solutions to Affluent Investors

Ask any wealth advisor that serves high-net-worth (HNW) clients, the No. 1 challenge that comes up for their affluent investors is, none other than, taxes. Oftentimes, these clients are in…

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Q3 2022 Market Update: Top 3 Reasons to Stay Invested for the Long-Term

By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Download the 9.16.22 Dynamic Quarterly Market Update for advisors’ use with clients “Winning that ticket, Rose, was the best thing…

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Presidential Cycle vs. Stock Market

Download the 9.2.22 Dynamic Market Update for advisors’ use with clients  By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Recent Market Activity: Volatility Abounds Friday, Aug. 26 –…

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Market Update: Do Bonds Still Matter?

Download the 8.19.22 Dynamic Market Update for advisors’ use with clients   By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Q&A Q. Stocks and Bonds Are Both…

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Market Update: Economic Health Checkup

Download the 8.05.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Economic Updates July 27, 2022: The Federal Reserve…

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Market Update: Are We in A Recession?

Download the 7.15.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Economic Updates 1. Inflation Still Elevated – The…

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