• Download the 9.29.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Fed Economic Projections It has been a rough September with the market down for three weeks in a row. To top things off, volatility has come back as investors try to digest comments from […]

  • Download the 9.8.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Labor Market Update August was a relatively flat month in terms of stock market performance as investors contemplated the potential next moves from the Federal Reserve (Fed): To hike or not to hike? That […]

  • Download the 7.28.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Market Expectations We had a big week in terms of announcements with back-to-back key updates: Wednesday, July 26: The U.S. Federal Reserve (Fed) approved a much-anticipated interest rate hike of 0.25% to an overall […]

  • Download the 7.14.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Normalization and Moderation The first half of 2023 has been great for the global stock market, with both domestic and international indices up double digits (S&P 500 Index up 16.9% and MSCI EAFE Index […]

  • Download the 6.9.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Another Goldilocks Jobs Report  It may be hard to believe, but the S&P 500 closed out last week (ending 6/2/23) up over 20% from its previous low point set in mid-October. This officially puts […]

  • Download the 5.26.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Do the Right Thing  We haven’t had a shortage of headline risks this year with the turmoil in the banking sector, the potential for a recession, trying to predict the Federal Reserve’s (Fed) next […]