Latest News

  • 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 […]

  • The following post has been adapted from Dynamic advisor Patrick Huey’s “This Week in History” blog. Huey is the owner and principal advisor of Victory Independent Planning, a boutique firm offering portfolio management, retirement planning and charitable gifting strategies. By Patrick Huey, CFP®, CAP®, ATP  On March 6, 1947, Richard Douglas Fosbury was born in […]

  • 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,” […]

ENSURING YOUR SYSTEMS ARE OPTIMAL

Avada is the perfect choice for your business software needs.

Quisque blandit dolor risus, sed dapibus dui facilisis sed. Donec eu porta elit. Aliquam porta sollicitudin ante, ac fermentum orci mattis et phasellus ac nibh eleifend.

217

A Place Where People Enjoy Working.

Quisque blandit dolor risus, sed dapibus dui facilisis sed. Donec eu porta elit. Aliquam porta sollicitudin ante.