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May 19 | 2023
We Don’t Just Talk about the Market – Communicating with Clients During Volatile Times
A Q&A with Shannon Larson, financial advisor at STF Wealth Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent communication— […]
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May 12 | 2023
Q2 2023 Investing Insights: Top 3 Lessons from Warren Buffett in 2023
Download the Dynamic Q2 2023 Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “The world is a great movie to watch. But you don’t want to just sleepwalk through life. The important thing to do is to look for the job you would take if you […]
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May 05 | 2023
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times
A Q&A Brian Bucell, CFP®, managing partner of Crestview Capital Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent […]
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Apr 28 | 2023
Market Update: Buy the Rumor, Sell the News
Download the 4.28.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Generally Positive Earnings Surprises It’s hard to believe it’s been about six months since both the stock and bond markets bottomed out in early October. The rebound in the markets over the last six […]
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Apr 21 | 2023
This Earth Day, ‘Elevate’ (and Think ESG Investing)
Earth Day is Saturday, April 22, so celebrate by getting out and soaking up the great outdoors! At Dynamic, you could say every day is Earth Day when it comes to the great outdoors—we take our “elevate” message to heart. Our scenic, outdoor imagery is a reminder to wealth advisors to get out and enjoy […]
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Apr 14 | 2023
Market Update: Good News Is No Longer Bad News
Download the 4.14.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Strong Labor Market and Lower Inflation Ever since the Federal Reserve (Fed) began hiking rates to fight inflation, the market has been afraid of good economic data. The reasoning is that good data (such […]
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