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May 13 | 2024
Portfolio Perspectives: More Money (Markets), More Problems
Getting Cash Off the Bench & Back in the Game By Lucas Felbel, CIMA®, Director, Portfolio Services Investors in short-term instruments may have seen strong returns over the past year thanks to the Fed’s aggressive stance on interest rates to curb inflation. Since the Spring of 2023, investors seeking refuge in money market mutual funds, […]
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May 03 | 2024
Market Update: The Good, the Bad, and the Fed
Download the 5.3.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Rate Debate Goes On April was a rough month for the market, with the S&P 500 down over 4%, the worst monthly return since September of 2023. With that said, we are still on […]
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Apr 30 | 2024
Bond Market Update: Sticky Inflation Tempers Easing Expectations
Download the 4.30.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Yields continued to trend higher in April after a series of higher-than-expected inflation data pushed rate cut expectations deeper into the last half of 2024. Fed Chair Jerome Powell seemed to confirm this shift […]
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Apr 19 | 2024
Market Update: Too Hot to Handle
Download the 4.19.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Inflation Issues After a historically strong first quarter, we have had some weakness in the stock market to start off Q2. While most of us had our eyes on the eclipse, investors were blinded […]
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Apr 12 | 2024
Portfolio Perspectives: Optimal Asset Location, Part 2 – Fixed Income
The Right Asset. In the Right Place. At the Right Time By Lucas Felbel, CIMA®, Director, Portfolio Services Financial advisors stand as fiduciaries dedicated to advocating for client interests and refining their expanding knowledge library, directly benefiting their clientele. Cornerstone to an advisor’s fiduciary insight lies in optimizing post-tax investment outcomes through strategic asset placement […]
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Apr 05 | 2024
Market Update: Starting Out Strong
Download the 4.5.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management First Quarter Stock Market Strength The U.S. stock market had a historically strong first quarter to kick off 2024 with a 10.6% total return for the S&P 500 index. This was the best first […]
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