Download the 06.06.25 Top 3 Lessons from Warren Buffett in 2025 for advisors’ use with clients By Kostya Etus, CFA®
Read the Q1 ’25 Investing Insights and download the supplemental PDF for advisors’ use for client communications. Disclosures This commentary
We are seeing our first market correction in about 18 months (S&P 500 down more than 10%) as newly announced tariffs spark inflation and economic growth worries for investors, leading to extreme levels of uncertainty and volatility. […]
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 […]
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
Download the Q1 2024 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic
Download the 11.10.23 Dynamic Quarterly Investing Insite for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic
By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management Download the Q3 2023 Investing Insights for advisors’ use with
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