Blog
Bond Market Update: Conjuring October Opportunities – Fixed Income Yields Rise Amidst Volatility Spell
Download the 10.20.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Fixed Income Volatility Remains High Yields continue to rise in October as a strong labor market, inflation above the Fed’s 2% target and increased Treasury supply reinforce the “higher
An Insightful Journey through Financial Planning and Enduring Life Lessons
Unlock Knowledge and Intentionality with 16 Invaluable Books By Craig Morningstar, Chief Operating Officer In the realm of financial planning, a multifaceted tapestry of wisdom and principles intertwines with the intricate nuances of individual aspirations and financial landscapes. It is a discipline where monetary artistry meets the profound spectrum of
Market Update: Land of the Free and Home of the Debt
Download the 10.13.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management The Great Debt Debate Happy Friday the 13th! But more importantly, Happy Birthday to me! It’s a fun birthday to have during Halloween month. Speaking of scary times, recent
Creating a Sales Culture Centered on Client Experience
5 Behaviors to Keep Top of Mind By Steve Kulesza, CFP®, Chief Business Development Officer When most people think of sales, they think of a simple transaction of a product or service for the exchange of money. Meet a potential buyer, show them your product or service, provide a fair
Market Update: Wake Me Up When September Ends
Download the 9.29.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Fed Economic Projections It has been a rough September with the market down for three weeks in a row. To top things off, volatility has come back as investors
Bond Market Update: Market Volatility Spells Significant Opportunity across Fixed Income Landscape
Download the 9.22.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager For an asset class sometimes considered unexciting, the bond markets have been anything but dull in 2023. Bank failures, a hawkish Federal Reserve (Fed), disinflation, and higher yields have
Market Update: Not Too Hot, Not Too Cold
Download the 9.8.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Labor Market Update August was a relatively flat month in terms of stock market performance as investors contemplated the potential next moves from the Federal Reserve (Fed): To hike
Q3 2023 Investing Insights: Top 3 Upward Sloping Lines
By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management Download the Q3 2023 Investing Insights for advisors’ use with clients “When life gets you down, you know what you gotta do? Just keep swimming.” – Dory (Ellen DeGeneres), “Finding Nemo,” 2003 It may be hard to believe, but the
Bond Market Update: Despite U.S. Credit Downgrade, Yield Opportunities Remain Robust
Download the 8.11.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager United States Credit Downgrade – A Brief Note Citing rising debt levels and “repeated debt limit standoffs and last-minute resolutions,” Fitch Ratings downgraded the United States credit rating from
Market Update: One Last Hurrah
Download the 7.28.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Market Expectations We had a big week in terms of announcements with back-to-back key updates: Wednesday, July 26: The U.S. Federal Reserve (Fed) approved a much-anticipated interest rate hike
Bond Market Update: Weighing Duration vs. Potential Performance At this Time of the Rate Hike Cycle
Download the 7.21.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Does it make sense to avoid duration until this rate hiking cycle is complete? With the Federal Reserve (Fed) telegraphing two additional rate hikes in 2023, investors may question
Market Update: What’s in Store in the Second Half? Stay Diversified, My Friends
Download the 7.14.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Normalization and Moderation The first half of 2023 has been great for the global stock market, with both domestic and international indices up double digits (S&P 500 Index up
The Importance of Culture for the Client Experience
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Culture is everything. I recently talked about culture on Orion’s The Weighing Machine podcast, and it got me thinking. Here, in place of today’s Dynamic Market Update (which will resume in two weeks), I’d like to explore the topic of
Bond Market Update: FOMC June Policy Meeting – A Hawkish Pause
Dynamic is pleased to introduce a new Market Update segment, “Dynamic Bond Market Update,” where our fixed income specialist Bill Smith will discuss the latest impacts on the bond market and what’s expected moving forward. Intended for advisor use, a summary of the Bond Market Update will be distributed once
Market Update: Are We in a Bull Market?
Download the 6.9.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Another Goldilocks Jobs Report It may be hard to believe, but the S&P 500 closed out last week (ending 6/2/23) up over 20% from its previous low point set
Market Update: The Debt Ceiling Debate
Download the 5.26.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Do the Right Thing We haven’t had a shortage of headline risks this year with the turmoil in the banking sector, the potential for a recession, trying to predict
We Don’t Just Talk about the Market – Communicating with Clients During Volatile Times
A Q&A with Shannon Larson, financial advisor at STF Wealth Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The
Q2 2023 Investing Insights: Top 3 Lessons from Warren Buffett in 2023
Download the Dynamic Q2 2023 Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “The world is a great movie to watch. But you don’t want to just sleepwalk through life. The important thing to do is to look for the job
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times
A Q&A Brian Bucell, CFP®, managing partner of Crestview Capital Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them.
Market Update: Buy the Rumor, Sell the News
Download the 4.28.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Generally Positive Earnings Surprises It’s hard to believe it’s been about six months since both the stock and bond markets bottomed out in early October. The rebound in the
This Earth Day, ‘Elevate’ (and Think ESG Investing)
Earth Day is Saturday, April 22, so celebrate by getting out and soaking up the great outdoors! At Dynamic, you could say every day is Earth Day when it comes to the great outdoors—we take our “elevate” message to heart. Our scenic, outdoor imagery is a reminder to wealth advisors
Market Update: Good News Is No Longer Bad News
Download the 4.14.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Strong Labor Market and Lower Inflation Ever since the Federal Reserve (Fed) began hiking rates to fight inflation, the market has been afraid of good economic data. The reasoning
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times
A Q&A with Jennifer Valdes, CFP®, principal of Financial Designs Wealth As a wealth advisor, your client communications skills are constantly put to the test given the unpredictable nature of the market. Just as one news cycle affecting the markets winds down, another whips up like a cyclone…Failed banks, Big
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