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 […]
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 […]
The Federal Reserve (Fed) has lowered interest rates by 75 basis points since initiating its easing campaign, reducing the federal funds rate to 4.50 – 4.75% from a multi-decade high of 5.25 – 5.50% in September. During this period, inflation has ticked up slightly, and the […]
Many investors use tax loss harvesting to reduce tax liabilities by realizing losses and using them in the current tax year, or carrying them forward, to offset capital gains in other areas of their portfolio. The benefits of this technique for investors are tried, true and […]
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