• As the market anticipates a rate cut later in 2024, market performance is increasingly being driven by a group of technology stocks known as the Magnificent Seven. However, the divergence between the broader market and these stocks creates the potential for a larger selloff when these companies lost momentum [...]

  • Despite persistent inflation, interest rate cut delays and geopolitical tensions around the globe, the markets remain resilient, demonstrating low volatility, low pullbacks and low losses. Historical market performance suggests that remaining in the market is a good idea because it's not about timing the market, but time in the market [...]

  • Download the 5.3.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Rate Debate Goes On  April was a rough month for the market, with the S&P 500 down over 4%, the worst monthly return since September of 2023. With that said, we are still on […]

  • Download the 4.19.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Inflation Issues After a historically strong first quarter, we have had some weakness in the stock market to start off Q2. While most of us had our eyes on the eclipse, investors were blinded […]

  • Download the 4.5.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management First Quarter Stock Market Strength The U.S. stock market had a historically strong first quarter to kick off 2024 with a 10.6% total return for the S&P 500 index. This was the best first […]

  • 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 […]