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Bond Market Update: December Brings Good Tidings for Bond Investors

Download the 12.20.23 Dynamic Bond Market Update for advisors’ use with clients   Strong Year-End for Bonds Yields continued to decline this month, gifting bond investors one of the strongest year-end rallies since the early 1980s. While most major fixed income indices are positive on the year, high yield and investment grade corporate returns have […]

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Market Update: Christmas Comes Early for Investors

Download the 12.15.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management   Gifts from Santa Powell Both stock and bond markets rallied on Wednesday, December 13, as the Federal Reserve (Fed), led by Chair Jerome Powell, not only held rates steady for a third straight […]

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Five Lifelong Lessons in Financial Wisdom

By Craig Morningstar, Chief Operating Officer After a nearly four-decade career, Craig Morningstar is retiring at the end of 2023 to embark on bucket list trips and weekend rides to enjoy the open road. He looks forward to catching up on Federal Reserve reports, writing books and movie scripts, returning to ASU’s Osher Lifelong Learning […]

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Market Update: A Sad Day in Omaha

Download the 11.29.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management What are Markets Thankful For?   As you sat around the Thanksgiving table with friends and family, what were you most thankful for? Well, if you’re anything like me, it was for the market […]

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Bond Market Update: Now’s the Time to Consider Fixed Income

Download the 11.17.23 Dynamic Bond Market Update for advisors’ use with clients Yields Retreat but Remain Attractive Fixed income volatility continued into November, driven by expectations that this tightening cycle may finally be coming to an end. Since our last Bond Market Update on October 20, 30-year Treasury yields decreased 37 basis points from 5.07% […]

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Portfolio Perspectives: Mastering Tax-Loss Harvesting for Optimal Returns

By Lucas Felbel, CIMA®, Director, Portfolio Services As Thanksgiving descends upon us in the U.S., Canadians (myself included) celebrated the holiday in mid-October, coinciding with the final farmers’ harvest. Simultaneously, the financial world experiences its own harvest season in October, Tax-Loss Harvesting (TLH) season. As we approach the conclusion of 2023, financial advisors engage in […]

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