Model portfolios can help you spend more time with your clients on what matters most to them. And while you may think what matters most are returns — that’s not what the data shows. As a wealth advisor, what’s your No. 1 selling […]
Broken record here… The stock market (as measured by the S&P 500) hit another all-time-high last week, despite getting an inflation reading above expectations as well as more tariff noise. Market resilience continues as […]
Generation X, individuals born between 1965 and 1980, are approaching retirement age but face significant challenges in their financial preparedness. According to the Schroders 2024 U.S. Retirement Survey[1], only 14% of Gen Xers feel they have saved […]
We had quite a bit of excitement over the last couple weeks. First, the market, as measured by the S&P 500, reached new all-time highs after the presidential inauguration and optimism for new policy. Next, news of a cheaper […]
To confidently transition as an independent advisor, create a support system with integrated support and robust client support that aligns with your ultimate goals. Breaking free of the constraints in a captive environment facilitates an opportunity for […]
After a rough month, the markets finally had a great week last week, ending January 17, posting the strongest weekly performance since November. The main reason for the weakness is that interest rate expectations for higher-for-longer […]
As 2025 kicks off, we know that having a plan for where we want to be at the end of the year — or at the end of five years — is a prerequisite to achieving our goals. And at Dynamic Advisor Solutions, we know that the financial advisors who plan are the […]
The market has done it again. We officially have a 25% return for the S&P 500 in 2024, following a 26% return in 2023. And this is despite not getting a “Santa Claus rally” this year for which many investors were hoping. This gives us a rare feat: Back-to-back […]
When managing clients’ investments, strategic wealth advisors know that timing is important. What’s more, consideration of all aspects of a client’s financial household must be executed to provide optimal outcomes. Many investors […]
It’s been quite a year! We started 2024 with expectations for a recession, high inflation and mounting geopolitical tensions. We are ending it with a great economy, a presidential election and interest rate cuts. And somehow, through all this noise, the market […]
