When Bill Hansen joined Dynamic Wealth Advisors dba Crooked Tree Capital Advisors in January, he became Dynamic’s first advisor of 2022.
Shariss Tritschler has more than 14 years of experience in the financial industry. This Las Vegas native turned Phoenician brings
by Patrick Huey, CFP®, CAP®, ATP Owner and Principal Advisor, Victory Independent Planning America Saves Week is Feb. 21-25, and since I’m
It’s no secret the wealth advisor population is aging with nearly one-half of current advisors age 55 and over. For
By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management “You won’t lose the house. Everybody has three mortgages nowadays.”
To run your practice as an Investment Advisor Representative (IAR), or as a Registered Investment Advisor (RIA): that is the
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 1.25.22 Dynamic Market Update PDF for advisors’ use
By Konstantin (Kostya) Etus, CFA® Head of Strategy, Dynamic Investment Management Is the 60/40 portfolio dead? This question has been
The role of the financial advisor is continuously evolving. With more advisors adopting the comprehensive holistic wealth approach, there’s an
Whitney Johnson plays a dual role at Dynamic, one-part Business Development and one-part Practice Development associate. As an Arizona native,
