As the market anticipates a rate cut later in 2024, market performance is increasingly being driven by a group of technology stocks known as the Magnificent Seven. However, the divergence between the broader market and these stocks creates the potential for a larger selloff when these companies lost momentum […]
As the cost of a college education continues to rise, you may be concerned about how you can pay for your children’s college education. Fortunately, Section 529 Plans offer a compelling combination of tax advantages, investment growth opportunities, estate planning options, flexibility and control. These benefits make them an attractive […]
Despite persistent inflation, interest rate cut delays and geopolitical tensions around the globe, the markets remain resilient, demonstrating low volatility, low pullbacks and low losses. Historical market performance suggests that remaining in the market is a good idea because it’s not about timing the market, but time in the market […]
Download the 5.31.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio
Download the Q2 2024 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic
Getting Cash Off the Bench & Back in the Game By Lucas Felbel, CIMA®, Director, Portfolio Services Investors in short-term
Download the 5.3.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment
Download the 4.30.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio
Download the 4.19.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment
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