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Jan 25 | 2022
Market Update: The Market is Down, But Not Out
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 1.25.22 Dynamic Market Update PDF for advisors’ use with clients The U.S. stock market (as represented by the S&P 500 Index) has recently experienced some volatility and downward pressure. It’s always important to take a longer-term perspective on the market: Looking at the […]
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Jan 13 | 2022
Investing Insights: Evolution of Risk Management
By Konstantin (Kostya) Etus, CFA® Head of Strategy, Dynamic Investment Management Is the 60/40 portfolio dead? This question has been coming up a lot lately given historically high valuations for the stock market and historically low interest rates for the bond market, leading to relatively low return expectations for the future. But that question is […]
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Nov 10 | 2021
Practice Development: Actionable Tips for Estate Planning
The role of the financial advisor is continuously evolving. With more advisors adopting the comprehensive holistic wealth approach, there’s an increasing number who are engaging in conversations involving estate planning. However, estate planning isn’t just another transaction. It’s not simply the act of developing a plan and setting it on the shelf to be followed […]
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Nov 10 | 2021
Get to Know…Whitney Johnson
Whitney Johnson plays a dual role at Dynamic, one-part Business Development and one-part Practice Development associate. As an Arizona native, she knows the Grand Canyon State’s 5 C’s well: Copper, Cattle, Cotton, Citrus and Climate. When she’s not busy assisting prospective advisors on how best Dynamic can partner with them and advisor affiliates on how […]
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Nov 10 | 2021
Book Review: The Power of ‘The Psychology of Money’ for Me and My Clients
By Michelle Kaufman, CFA®, CPWA® Ever since I started my boutique wealth practice, Prioritas Financial Advisors, I’ve wanted to connect with great people to discuss big ideas. Most of my clients are high achieving women and couples who’ve had tremendous life experience. Through my monthly Prioritas Book Club, I’ve discovered a wealth of client stories waiting to be […]
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Nov 10 | 2021
Perspectives on Estate Planning: An Essential (and Delicate) ‘Ask’
On a recent Dynamic Resource Call, “Conversation & Collaboration: An Attorney’s Take on Estate Planning,” Dynamic COO Craig Morningstar welcomed Bernard (Bernie) Rethore, J.D. He’s the managing partner of Phoenix-based Pfarr & Rethore, P.C.., an established law firm specializing in estate planning, probate and trust administration. “The majority of Rethore’s estate planning clients are brought to […]
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