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Market Update: Banking March Madness
Download the 3.31.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Where is it safe to park your cash? There has been uncertainty over the past month about the stability of global cash networks which has created some fear about
Market Update: Ignore the Bitter, Focus on the Sweet
Download the 3.17.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Economic Checkup: Still Healthy While Silicon Valley Bank (SVB) may have dominated headlines this week, there were a couple of major economic data releases that were almost overlooked! If
Special Market Update: Overview of Current U.S. Banking Situation
Download the 3.14.23 Dynamic Special Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Summary On Friday, March 10, the Federal Deposit Insurance Corporation (FDIC) closed Silicon Valley Bank (SVB) after the bank failed to raise new capital to cover large deposit
Q1 2023 Investing Insights: Top 3 Reasons the 60/40 Is NOT Dead
Download the Q1 2023 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “I’ve got the guts to die. What I want to know is, have you got the guts to live?” – Jordan Belfort (Leonardo DiCaprio), “The Wolf of Wall
Market Update: Key to Life – Manage Your Expectations
Download the 2.17.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Results vs. Expectations As you may know by now, I’m a movie buff and get excited about new movie releases. In fact, my favorite Super Bowl commercials were the
Market Update: The Year of The Yield
Download the 2.3.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management One Down, Eleven to Go We made it through January with the S&P 500 up 6.2% for the month, the best January in four years. Investors continue to be
Market Update: On Course for Soft Landing
Download the 1.20.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Off To a Good Start We are leaving 2022 behind and starting out fresh in 2023 with two positive performance weeks in a row for the stock market. Investors
Market Update: The Market’s 2023 New Year Resolutions
Download the 1.6.23 Dynamic Market Update PDF for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management What’s the market hoping for in 2023? The market had a lot of problems in 2022 and is looking for some resolutions to come in 2023. As per
Market Update: Holiday Gifts for the Stock Market
Download the 12.16.22 Dynamic Market Update PDF for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Recent Activity As we had predicted, despite continued volatility, the fourth quarter of 2022 has been relatively favorable for the stock market as various uncertainties were abated and
Q4 2022 Investing Insights: Top 3 Dangers of Timing the Market
Download the Q4 2022 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management “You will have bad times, but they will always wake you up to the stuff you weren’t paying attention to.” – Sean Maguire (Robin Williams), “Good Will Hunting,”
Market Update: Election Results vs. Market Returns
Download the 11.11.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management The Markets Hate Uncertainty Market participants tend to be very skittish and like to panic. Oftentimes, the worst of outcomes are already priced in. This is why any type
Market Update: Despite Scary Stories, Stocks Show Strength
Download the 10.28.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Market Update Happy Halloween! There are many scary movies that come out around this time of year, but some of the scariest stories are in the financial media. Recession
Market Update: Despite Adversity, Job Growth Remains Strong
Download the 10.14.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Economic Update Interest rates rise, inflation persists, Ukraine and Russia remain in conflict, and yet job growth and production remain strong! JOBS: All eyes were on the October 7 jobs
Market Update: The Dangers of Timing the Market
By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Download the 9.30.22 Dynamic Market Update for advisors’ use with clients Recent Market Activity: Inflation Surprises, Fed Hikes Rates, Markets Fall August 13: The Consumer Price Index (CPI), the primary measure of inflation, had a surprise increase of 0.1% for August
Q3 2022 Investing Insights: Top 3 Reasons to Stay Invested for the Long-Term
By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Download the 9.16.22 Dynamic Quarterly Market Update for advisors’ use with clients “Winning that ticket, Rose, was the best thing that ever happened to me… it brought me to you. And I’m thankful for that, Rose. I’m thankful. You must
Market Update: Presidential Cycle vs. Stock Market
Download the 9.2.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Recent Market Activity: Volatility Abounds Friday, Aug. 26 – Jackson Hole, Wyo.: Federal Reserve (Fed) Chairman Jerome Powell made a clear and direct speech about the Fed’s plans going forward.
Market Update: Do Bonds Still Matter?
Download the 8.19.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Q&A Q. Stocks and Bonds Are Both Down in 2022. Is This a Rare Occurrence? A. This has truly been a historic year in the markets. Yes, we have
Market Update: Economic Health Checkup
Download the 8.05.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Economic Updates July 27, 2022: The Federal Reserve (Fed) Raises Interest Rates – As expected, the Fed increased the fed funds rate of 0.75%, shifting the target range to
Market Update: Are We in A Recession?
Download the 7.15.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Economic Updates 1. Inflation Still Elevated – The Consumer Price Index (CPI) in June increased 9.1% over a year ago, above estimates, and at the highest reading since 1981. Inflation
Market Update: Persistent Inflation Leads Fed to Take Action
By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Download the 6.17.22 Dynamic Market Update PDF for advisors’ use with clients What Happened? A 5-Day Timeline 6/10/2022: Disappointing Inflation Data – Consumer Price Index (CPI), the primary measure of inflation, rose by 1% over the last month and 8.6% over the last
Q2 2022 Investing Insights: Top 3 Lessons from Warren Buffett
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management “Number one rule of Wall Street. Nobody—and I don’t care if you’re Warren Buffet or if you’re Jimmy Buffet—nobody knows if a stock is going to go up, down, sideways or in circles.” – Mark Hanna (Matthew McConaughey), “The Wolf
Market Update: Interest Rates Up, Market Down – We Have Good News & Bad News
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 5.6.22 Dynamic Market Update PDF for advisors’ use with clients What Happened? As expected, the Federal Reserve (Fed) raised its benchmark interest rate by 0.50% on Wednesday and announced plans to start reducing its large balance sheet in
Market Update: Why is the Fed Raising Rates and What are the Implications?
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 3.15.22 Dynamic Market Update PDF for advisors’ use with clients The U.S. Federal Reserve (Fed) is expected to raise short-term interest rates by 0.25% on Wednesday, the first interest rate hike in three years. This will be the
Market Update: Russia, Rate Hikes and Recession
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 3.10.22 Dynamic Market Update PDF for advisors’ use with clients This week, let’s review the three R’s of 2022: Russia, rate hikes and recession. The last “R” isn’t something we want to hear about during the post-pandemic rebound,