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Market Update: Key to Life – Manage Your Expectations

Download the 2.17.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Results vs. Expectations As you may know by now, I’m a movie buff and get excited about new movie releases. In fact, my favorite Super Bowl commercials were the new movie trailers for some […]

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Growing Your Practice? 5 Key Considerations when Selecting a Partner

Whether you’re looking to partner with a like-minded advisor, seeking to connect with other businesses to maximize referrals or outsource to a professional services firm to take your practice to the next level, choosing the right partnerships can be a win-win.  Growing Your Practice? 5 Key Considerations when Selecting a Partner   If you’re a […]

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Market Update: The Year of The Yield

Download the 2.3.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management One Down, Eleven to Go  We made it through January with the S&P 500 up 6.2% for the month, the best January in four years. Investors continue to be optimistic about lower inflation and […]

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Market Update: On Course for Soft Landing

Download the 1.20.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Off To a Good Start We are leaving 2022 behind and starting out fresh in 2023 with two positive performance weeks in a row for the stock market. Investors are optimistic after receiving favorable […]

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Market Update: The Market’s 2023 New Year Resolutions

Download the 1.6.23 Dynamic Market Update PDF for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management What’s the market hoping for in 2023?  The market had a lot of problems in 2022 and is looking for some resolutions to come in 2023. As per the performance table below, “Stock […]

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MISSION ACCOMPISHED: Banner Year for Dynamic Asset Management

“Your mission, should you choose to accept it…” – Mission Impossible Despite the headlines that dominated the news cycle in 2022 (Inflation and recession and politics, oh my!), Dynamic stayed the course in accelerating development of its institutionalized asset management services. That course was set in 2021 when a new position at Dynamic, Head of […]

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