Blog

Home / Blog

BlogConnecting ideas and people through the advisor lens

Card image cap
Q4 2021: Top 3 Silver Linings: Volatility, Rising Rates, COVID

By Kostya Etus, CFA®, Head of Strategy, Portfolio Services Team “You have to do everything you can, you have to work your hardest, and if you do, you have a…

LEARN MORE >
Card image cap
Perspectives on Estate Planning: An Essential (and Delicate) ‘Ask’

On a recent Dynamic Resource Call, “Conversation & Collaboration: An Attorney’s Take on Estate Planning,” Dynamic COO Craig Morningstar welcomed Bernard (Bernie) Rethore, J.D. He’s the managing partner of Phoenix-based…

LEARN MORE >
Card image cap
Book Review: The Power of ‘The Psychology of Money’ for Me and My Clients

By Michelle Kaufman, CFA®, CPWA® Ever since I started my boutique wealth practice, Prioritas Financial Advisors, I’ve wanted to connect with great people to discuss big ideas. Most of my…

LEARN MORE >
Card image cap
Get to Know…Whitney Johnson

Whitney Johnson plays a dual role at Dynamic, one-part Business Development and one-part Practice Development associate. As an Arizona native, she knows the Grand Canyon State’s 5 C’s well: Copper,…

LEARN MORE >
Card image cap
Practice Development: Actionable Tips for Estate Planning

The role of the financial advisor is continuously evolving. With more advisors adopting the comprehensive holistic wealth approach, there’s an increasing number who are engaging in conversations involving estate planning.…

LEARN MORE >
Card image cap
Q3 2021: Top 3 Investor Concerns: Taxes, Inflation and Crypto

By Kostya Etus, CFA®, Head of Strategy, Portfolio Services Team “Buy low, sell high. Fear? That’s the other guy’s problem.” – Louis Winthrope III (“Trading Places,” 1983) The strong performance…

LEARN MORE >