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Feb 16 | 2024
Market Update: 500 Over 5,000
Download the 2.16.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management What Recession? Happy Valentine’s Day! As a special treat, the S&P 500 has crossed over 5,000 for the first time ever. While this is just a number, it signifies the strength we have exhibited […]
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Feb 09 | 2024
Portfolio Perspectives: Optimal Asset Location, Part I – Equities
The Right Asset. In the Right Place. At the Right Time. By Lucas Felbel, CIMA®, Director, Portfolio Services In the ever-evolving landscape of wealth management, financial advisors navigate the difficult inevitabilities of death and taxes with their clients. While the former remains beyond our control, the latter offers a subject where advisors can exert positive […]
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Feb 02 | 2024
Market Update: From Peaks to Soft Landings
Download the 2.2.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management All Eyes on Fed As January came to an end, the stock market found another victory with a third consecutive month of positive returns as the S&P 500 gained more than 1%. The stock […]
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Jan 26 | 2024
Bond Market Update: Bullets, Barbells and Ladders: Strategies to Consider When Rates Decline
Download the 1.26.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager With the Federal Reserve (Fed) telegraphing three rate cuts this year, and Bloomberg’s probability model estimating at least five as of January 23, we will likely see lower rates in 2024. If this scenario […]
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Jan 19 | 2024
Market Update: Bumpy Road Ahead
Download the 1.19.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Not ‘If’ but ‘When’ While the S&P 500 remains close to its all-time highs, we have seen some choppiness this year. Much of this is driven by uncertainty around timing of Federal Reserve (Fed) […]
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Jan 12 | 2024
Portfolio Perspectives: Navigating High-Net-Worth Challenges? SMA It Ain’t So
By Lucas Felbel, CIMA®, Director, Portfolio Services In the realm of wealth management, high-net-worth (HNW) clients present a unique set of challenges. These individuals, with their concentrated positions and tax considerations, demand bespoke solutions to preserve and grow their wealth. As you prepare to engage with a client expressing interest in individual stocks and bond […]
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