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Heather Perry joined Dynamic’s Advisor Support team from United Planners Financial Services in April, guiding advisors and making sure their needs are met. A Valley of the Sun Native, Heather has 12 years’ experience in the financial services industry. Prior to United Planners, she has held positions at Charles Schwab, Bank of America and Merrill […]LEARN MORE >
In October, members of the Dynamic team attended Priority Financial Group’s (PFG) fifth annual Connect Conference at the JW Marriot Desert Ridge in Phoenix. This year’s theme, “Intergenerational Planning: A Blueprint for the Future,” focused on helping advisors understand the critical role intergenerational planning plays in both their clients’ success and their own. Along with […]LEARN MORE >
Download the 12.16.22 Dynamic Market Update PDF for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Recent Activity As we had predicted, despite continued volatility, the fourth quarter of 2022 has been relatively favorable for the stock market as various uncertainties were abated and a healthy consumer market was […]LEARN MORE >
Download the Q4 2022 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management “You will have bad times, but they will always wake you up to the stuff you weren’t paying attention to.” – Sean Maguire (Robin Williams), “Good Will Hunting,” 1998 Not much has changed […]LEARN MORE >
In the world of high-net-worth (HNW) clients, wealth advisors understand the need for customization and personalized service based on their clients’ specific needs. As Dynamic’s Investment Management capabilities have grown, so too has a specialty area in evaluating complex client situations and delivering simple solutions for HNW clients. Along with building custom strategies which could […]LEARN MORE >
Download the 11.11.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management The Markets Hate Uncertainty Market participants tend to be very skittish and like to panic. Oftentimes, the worst of outcomes are already priced in. This is why any type of resolution or clarity can […]LEARN MORE >
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