The market went three-for-three in terms of strong quarterly performance this year. The S&P 500 increased by 10.6% in Q1, 4.3% in Q2 and 5.9% in Q3 — delivering a compounded 22.1% year-to-date annual growth rate through the end of the third quarter [...]
Hovering over the market's outperformance year to date is economic uncertainty. Employment growth is falling, which leaves many investors and their advisors fearful of a hard rather than a soft economic landing. In this week's Dynamic Market Update, you'll gain insight into why a soft landing is likely and steps you can take to protect your portfolio from downside risk [...]
Download the Q2 2024 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “All I want to know is where I’m going to die, so I’ll never go there.” – Charlie Munger (January 1, 1924 – November 28, 2023) – Legendary investor, philanthropist, and friend. As
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,”
Download the 11.10.23 Dynamic Quarterly Investing Insite for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “The world has just changed so radically, and we’re all running to catch up. I don’t want to jump to any conclusions, but look… Dinosaurs and man, two species separated by 65 million
By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management Download the Q3 2023 Investing Insights for advisors’ use with clients “When life gets you down, you know what you gotta do? Just keep swimming.” – Dory (Ellen DeGeneres), “Finding Nemo,” 2003 It may be hard to believe, but the stock market has performed great
