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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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Dynamic Welcomes First Advisor of 2022

When Bill Hansen joined Dynamic Wealth Advisors dba Crooked Tree Capital Advisors in January, he became Dynamic’s first advisor of 2022. Established in 2012 in Petoskey, Mich., by John Marshall,…

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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…

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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…

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Women and Wealth: Meeting the Needs of a Dynamic Demographic

With women making up more than half the U.S. population, a wealth advisor’s understanding of how to best serve female clients isn’t an option; it’s a necessity. Adding to a…

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