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Market Update: Market Performance around Crisis Events

By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 2.24.22 Dynamic Market Update PDF for advisors’ use with clients The U.S. stock market (as represented by the…

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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…

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Q1 2022: 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…

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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…

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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,…

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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…

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