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Apr 01 | 2024
Bond Market Update: Spotlight on Central Banks
Download the 4.1.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager While changes in monetary policy are always good for a headline, March has been particularly notable for central banks across the globe. The Bank of Japan raised rates for the first time since 2007. […]
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Mar 22 | 2024
Portfolio Perspectives: Finessing Custom High-Net-Worth Strategies
By Lucas Felbel, CIMA®, Director, Portfolio Services Wealth management has undergone a significant transformation over the past decade. Exchange-Traded Funds (ETFs) have emerged over mutual funds as the preferred investment vehicle suitable for most investors, and the proliferation of separately managed accounts (SMAs) offer unique solutions for complex client situations, democratizing strategies once exclusive to […]
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Mar 15 | 2024
Market Update: Mixed Bag for March
Download the 3.15.24 Dynamic Market Update for advisors use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management We Have Good News and Bad News March has seen some mixed results from the markets and the economy. Both stock and bond markets have exhibited some choppy sessions as investors try and digest […]
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Mar 08 | 2024
Learn from the Most Successful Flop Ever
The following post has been adapted from Dynamic advisor Patrick Huey’s “This Week in History” blog. Huey is the owner and principal advisor of Victory Independent Planning, a boutique firm offering portfolio management, retirement planning and charitable gifting strategies. By Patrick Huey, CFP®, CAP®, ATP On March 6, 1947, Richard Douglas Fosbury was born in […]
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Mar 01 | 2024
Q1 2024 Investing Insights: Top 3 Outlooks for 2024
Download the Q1 2024 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “And I know what I have to do now. I gotta keep breathing. Because tomorrow the sun will rise. Who knows what the tide could bring?” – Chuck Noland (Tom Hanks), “Cast Away,” […]
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Feb 23 | 2024
Bond Market Update: Rate Expectations and CPI Surprise – Not a Novel by Charles Dickens
Download the 2.23.34 Dynamic Bond Market Update for advisors’ use with clients First Cut Remains Elusive Although rate cuts are still widely anticipated this year, recent data has pushed the expected start date further into 2024. The likelihood of a cut at the next Federal Open Market Committee (FOMC) meeting appears low, following comments from […]
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