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Oct 20 | 2023
Bond Market Update: Conjuring October Opportunities – Fixed Income Yields Rise Amidst Volatility Spell
Download the 10.20.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Fixed Income Volatility Remains High Yields continue to rise in October as a strong labor market, inflation above the Fed’s 2% target and increased Treasury supply reinforce the “higher for longer” rate narrative. High […]
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Oct 18 | 2023
An Insightful Journey through Financial Planning and Enduring Life Lessons
Unlock Knowledge and Intentionality with 16 Invaluable Books By Craig Morningstar, Chief Operating Officer In the realm of financial planning, a multifaceted tapestry of wisdom and principles intertwines with the intricate nuances of individual aspirations and financial landscapes. It is a discipline where monetary artistry meets the profound spectrum of human experience. And where practitioners […]
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Oct 13 | 2023
Market Update: Land of the Free and Home of the Debt
Download the 10.13.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management The Great Debt Debate Happy Friday the 13th! But more importantly, Happy Birthday to me! It’s a fun birthday to have during Halloween month. Speaking of scary times, recent headlines have been heavy with […]
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Oct 06 | 2023
Creating a Sales Culture Centered on Client Experience
5 Behaviors to Keep Top of Mind By Steve Kulesza, CFP®, Chief Business Development Officer When most people think of sales, they think of a simple transaction of a product or service for the exchange of money. Meet a potential buyer, show them your product or service, provide a fair price and close the deal. […]
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Sep 29 | 2023
Market Update: Wake Me Up When September Ends
Download the 9.29.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Fed Economic Projections It has been a rough September with the market down for three weeks in a row. To top things off, volatility has come back as investors try to digest comments from […]
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Sep 22 | 2023
Bond Market Update: Market Volatility Spells Significant Opportunity across Fixed Income Landscape
Download the 9.22.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager For an asset class sometimes considered unexciting, the bond markets have been anything but dull in 2023. Bank failures, a hawkish Federal Reserve (Fed), disinflation, and higher yields have all contributed to a year […]
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