Blog
Grow Your Practice: Unlock the Power of Referrals
Looking to grow your firm without cold calls or costly billboards? In our new series, Grow Your Practice, Director of Advisor Integration Brian Bowen will share practical, proven strategies to deepen relationships and build trust — the building blocks of steady growth—with easy-to-implement tips you can use right
Q2 ’25 Investing Insights: Top 3 Reasons to Expect More Gains
Key Takeaways
What should investors expect after years with strong gains? More gains.
What should investors expect after large daily gains or losses? More gains.
What should investors expect after a strong May? More gains.
Q2 2025 Bond Market Update: Bonds Stay the Course Amidst Volatility
Despite a volatile start, fixed income broadly performed well in Q2 2025. Inflation continued to moderate, and while the U.S. Federal Reserve (Fed) held rates steady in May and June, the […]
Market Update: Markets Shrug Off Geopolitics
What’s the definition of a resilient market? Perhaps one that maintains momentum amid fear of a potential war brewing in the Middle East. The market (as measured by S&P 500) maintains its […]
5 Financial Planning Tips We Love
As wealth advisors, the relationships we build with our clients are at the core of everything we do. Just like any strong partnership, financial advising requires trust, communication and a long-term commitment to success. This Valentine’s Day let’s take a moment to […]
Market Update: Market Scariness Dissipates
Happy Friday the 13th! Of all the things to be scared of these days, fear not the markets. The market (as measured by S&P 500) is up nearly 20% since the April lows and is up more than 3% […]
Q2 2025 Investing Insights: Top 3 Lessons from Warren Buffett in 2025
Download the 06.06.25 Top 3 Lessons from Warren Buffett in 2025 for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Asset Management “We will make our best deals when people are the most pessimistic. I was born in 1930. When I was born, things got much
Bond Market Update: The United States Loses its last AAA Rating
Moody’s downgraded the United States credit rating to Aa1 from AAA and revised the outlook to stable from negative on May 16. The market reaction has been relatively […]
Market Update: Longest Winning Streak in 20 Years
Despite the volatility, the uncertainty, the headlines… The S&P 500 ended last week (as of May 2) with nine consecutive days of gains, the longest winning […]
Market Update: Cloudy Skies Begin to Clear
Volatility in the markets continues as uncertainty remains for investors trying to decipher a myriad of headlines, primarily related to tariffs. That said, after a rough week last week for the market, it has come roaring back this week […]
Outsource to Outperform: 5 Ways RIAs Can Scale for Success
By Steve Kulesza, CFP®, Dynamic Chief Business Development Officer As a Registered Investment Advisor (RIA), achieving significant growth in assets under management (AUM) is a coveted business milestone. However, as your practice grows beyond $100 million, this can be an inflection point. You may find you’ve reached a stage in
Video: Kostya Etus breaks down Dynamic’s Q1 ’25 Investing Insights
Read the Q1 ’25 Investing Insights and download the supplemental PDF for advisors’ use for client communications. Disclosures This commentary is provided for informational and educational purposes only. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to
Q1 2025 Investing Insights: Top 3 Reasons to Stay Invested
We are seeing our first market correction in about 18 months (S&P 500 down more than 10%) as newly announced tariffs spark inflation and economic growth worries for investors, leading to extreme levels of uncertainty and volatility. […]
Q1 2025 Bond Market Update: Fixed Income Can Provide Ballast to Diversified Portfolio
Download the 4.4.25 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Fixed income performed well in Q1 2025, amid a volatile environment punctuated by an escalating trade war and uncertainty surrounding the Department of Government Efficiency’s (DOGE) efforts to reduce
Outsource to Outperform: Keys to Process Optimization for Independent Advisors
Independent advisors and their client who want the benefit of high quality relationships and the increased scale, resources and services of a larger firm can achieve their goal by prioritizing high value activities and benefiting from established processes, guidelines and procedure […]
Market Update: Has the Pullback Begun?
A couple of bad weeks and the stock market falls into negative territory for the year (as measured by the S&P 500). That said, it is still up double digits from a year ago and it will take more than a couple weeks to derail this bull market […]
Streamline Your Practice with Model Portfolios
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 […]
Market Update: The Tables are Turning
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 […]
Market Update: Ship is Solid, Steady as She Goes
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 […]
Outsource to Outperform: Top 3 Considerations for Breakaway Advisors
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 […]
Market Update: Dear Bond Investors, Please Calm Down
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 […]
What’s Your Game Plan in 2025?
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 […]
Market Update: Managing Expectations
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 […]
Market Update: Don’t Worry and Enjoy the Holidays
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 […]