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Portfolio Perspectives: Optimal Asset Location, Part I – Equities

The Right Asset. In the Right Place. At the Right Time. By Lucas Felbel, CIMA® Director, Portfolio Services In the ever-evolving landscape of wealth management, financial advisors navigate the difficult inevitabilities of death and taxes with their clients. While the former remains beyond our control, the latter offers a subject where advisors can exert positive […]

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Market Update: From Peaks to Soft Landings

Download the 2.2.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  All Eyes on Fed  As January came to an end, the stock market found another victory with a third consecutive month of positive returns as the S&P 500 gained more than 1%. The stock […]

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Bond Market Update: Bullets, Barbells and Ladders: Strategies to Consider When Rates Decline

Download the 1.26.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager With the Federal Reserve (Fed) telegraphing three rate cuts this year, and Bloomberg’s probability model estimating at least five as of January 23, we will likely see lower rates in 2024. If this scenario […]

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Market Update: Bumpy Road Ahead

Download the 1.19.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Not ‘If’ but ‘When’  While the S&P 500 remains close to its all-time highs, we have seen some choppiness this year. Much of this is driven by uncertainty around timing of Federal Reserve (Fed) […]

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Portfolio Perspectives: Navigating High-Net-Worth Challenges? SMA It Ain’t So

By Lucas Felbel, CIMA® Director, Portfolio Services In the realm of wealth management, high-net-worth (HNW) clients present a unique set of challenges. These individuals, with their concentrated positions and tax considerations, demand bespoke solutions to preserve and grow their wealth. As you prepare to engage with a client expressing interest in individual stocks and bond […]

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Market Update: More Ups than Downs

Download the 1.5.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management A Great 2023! Happy New Year! As we embark on the great journey that will be 2024, let’s reflect on the key market highlights of 2023—as well as how it compares to 2022 to […]

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