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Market Update: Kicking Off the New Year with Market Fireworks
Download the 01.16.26 Dynamic Market Update PDF for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset Management The first couple of weeks in 2026 have been eventful, to say the least. We’ve had geopolitical tensions in Venezuela, resurgence of the conflict in Ukraine, Supreme Court
What’s Your Game Plan in 2026?
A New Year Playbook & Best of Insights By Dynamic’s Practice Management Team At the start of 2025, we posed a simple but important question: What’s your game plan for the year ahead? That post resonated, because regardless of market conditions, successful advisory practices don’t happen by accident. They’re built
Grow Your Practice: A December Ode to Advisors
By Brian Bowen, Director of Advisor Integration This issue of Grow Your Practice isn’t about actionable tips and proven strategies, but rather a dedication to advisors everywhere. As the year draws to a close, an appreciation for all you do the whole year through to help your clients achieve fulfillment.
Market Update: Uncle Powell Delivers Holiday Gift
Download the 12.12.25 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset Management The markets have roared back over the past few weeks, following the end of the government shutdown. The reason for the rebound has largely been rosy expectations for a
Market Update: Show Me the Data!
Download the 11.21.25 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset Management Congratulations on the end of the U.S. government shutdown! We get to kick the can down the road for a couple months until the end of January 2026. This
Grow Your Practice: The Real ROI of Letting Go
Let’s be honest — wealth advisors can be some of the thriftiest, most change-resistant professionals out there. (And that’s saying something, given that most of you spend your days convincing other people to invest in their future.)
Market Update: Trick or Treat – ‘Not a Foregone Conclusion’
Happy Halloween! We have a special edition of Dynamic Market Update in honor of this week’s Federal Reserve (Fed) meeting. Investors were looking forward to the big interest rate decision to see if Fed Chair Jerome Powell would deliver a trick or treat.
Q3 2025 Investing Insights: Top 3 Reasons to Expect New Winners
Download the Q3 2025 Investing Insights for advisors’ use with clients By Kostya Etus, CFA®Chief Investment Officer, Dynamic Asset Management “If you ain’t first, you’re last.”– Ricky Bobby (Will Ferrell),“Talladega Nights: The Ballad of Ricky Bobby,” 2006 Market Review We had some dark clouds appear in the third quarter as
Q3 2025 Bond Market Update: Haunting Headlines & Healthy Yields
Download the 10.10.25 Dynamic Q3 2025 Bond Market Update By Bill Smith, Fixed Income Trader and Portfolio Manager Fixed income performed well in the third quarter, supported by a softening labor market and a 25-basis-point rate cut from the Federal Reserve (Fed). Investment-grade municipal bonds outperformed most fixed income indices
Market Update: Glass-Half-Full Economy & Lessons from the LA Lakers’ Sale
Download the 10.03.25 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset Management Investors have largely shrugged off the government shutdown this week and the stock market, as measured by the S&P 500, continues to soar, now up more than 14% for
Compound Your Growth – Practice Management that Scales
High-performing advisory firms don’t just ride market tailwinds. They build systems that compound growth: better client experiences, clearer messaging, sharper focus and stronger partnerships. On a recent Dynamic Resource Call webinar, Stephen de Man, regional director and vice president at Dimensional Fund Advisors and valued Dynamic partner, shared research-backed takeaways
Market Update: Ready, Set, Cut!
Download the 09.19.25 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset Management The markets continue to grind higher with the S&P 500 up more than 13% on the year (through Sept. 16, 2025), while international markets continue their dominance with over
Grow Your Practice: Keep Segmentation Simple for Success
By Brian Bowen, Director of Advisor Integration Ask a dozen wealth advisors how they segment their practice, and you’ll get a dozen answers. I’ve heard exceptionally thoughtful responses that take age, needs and wealth into consideration. There’s a strategy around revenue generation, time intensity and future potential. Also, there’s a
To Cut or Not to Cut? That is the Question.
Guess what the market has been up to? More all-time highs last week for the S&P 500. Positive sentiment was primarily driven by renewed expectations for the Federal Reserve (Fed) to cut interest rates at their upcoming September 17 meeting.
The S&P 500 is now up close to 11% for the year, which is great on an absolute basis, but pales in comparison to the phenomenal international markets run of 22% (year-to-date through Aug. 18, 2025). Most importantly, increased rate cut expectations have led to a relative outperformance of the beaten up small-cap and value stock asset classes last week, potentially foreshadowing a broader market l
Market Update: The Week that Made Bad News Look Good
We had quite an exciting week last week with a Federal Reserve (Fed) interest rate meeting, a new Gross Domestic Product (GDP) print, a surprising jobs report, and not to mention a never-ending supply of tariff headlines. The market was not short on volatility throughout the week and ended on a negative note, but the S&P 500 is still up
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 […]