• Download the Q4 2022 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management “You will have bad times, but they will always wake you up to the stuff you weren’t paying attention to.” – Sean Maguire (Robin Williams), “Good Will Hunting,” 1998 Not much has changed […]

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  • By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Download the 9.16.22 Dynamic Quarterly Market Update for advisors’ use with clients “Winning that ticket, Rose, was the best thing that ever happened to me… it brought me to you. And I’m thankful for that, Rose. I’m thankful. You must do me this honor. Promise […]

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  • By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management “Number one rule of Wall Street. Nobody—and I don’t care if you’re Warren Buffet or if you’re Jimmy Buffet—nobody knows if a stock is going to go up, down, sideways or in circles.” – Mark Hanna (Matthew McConaughey), “The Wolf of Wall Street,” 2013 As […]

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  • By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management “You won’t lose the house. Everybody has three mortgages nowadays.” – Venkman (Bill Murray) “But at 19 percent? You didn’t even bargain with the guy.” – Ray (Dan Aykroyd) – “Ghostbusters,” 1984 A top theme in 2022 is the rising interest rate environment, coming off […]

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  • By Konstantin (Kostya) Etus, CFA® Head of Strategy, Dynamic Investment Management Is the 60/40 portfolio dead? This question has been coming up a lot lately given historically high valuations for the stock market and historically low interest rates for the bond market, leading to relatively low return expectations for the future. But that question is […]

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