Blog
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
MISSION ACCOMPISHED: Banner Year for Dynamic Asset Management
“Your mission, should you choose to accept it…” – Mission Impossible Despite the headlines that dominated the news cycle in 2022 (Inflation and recession and politics, oh my!), Dynamic stayed the course in accelerating development of its institutionalized asset management services. That course was set in 2021 when a new
Steve Kulesza, CFP® Joins Dynamic, ‘Brings 360-Degree Perspective’
Dynamic recently welcomed Steve Kulesza, CFP® to the team as Chief Business Development Officer. As a member of the Dynamic leadership team reporting to Founder and Chief Executive Officer Jim Cannon, Kulesza will lead the firm’s revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services
Get to Know… John Davis
John Davis joined Dynamic’s Portfolio Services team as an associate portfolio trader in April. This former Division I athlete from the University of Tennessee at Chattanooga earned Series 7 and Series 66 licenses. Prior to joining Dynamic, John worked at CollaborativeWEALTH®, an advisory firm headquartered in Lake Mary, Fla. He’s
Get to Know… Heather Perry
Heather Perry joined Dynamic’s Advisor Support team from United Planners Financial Services in April, guiding advisors and making sure their needs are met. A Valley of the Sun Native, Heather has 12 years’ experience in the financial services industry. Prior to United Planners, she has held positions at Charles Schwab,
The Value of Intergenerational Planning and Engaging Next-Gen Clients
In October, members of the Dynamic team attended Priority Financial Group’s (PFG) fifth annual Connect Conference at the JW Marriot Desert Ridge in Phoenix. This year’s theme, “Intergenerational Planning: A Blueprint for the Future,” focused on helping advisors understand the critical role intergenerational planning plays in both their clients’ success
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,”
4 Unique Products (and Insights!) to Solve HNW Client Complexities
In the world of high-net-worth (HNW) clients, wealth advisors understand the need for customization and personalized service based on their clients’ specific needs. As Dynamic’s Investment Management capabilities have grown, so too has a specialty area in evaluating complex client situations and delivering simple solutions for HNW clients. Along with
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
Delivering Tax Managed Investing Solutions to Affluent Investors
Ask any wealth advisor that serves high-net-worth (HNW) clients, the No. 1 challenge that comes up for their affluent investors is, none other than, taxes. Oftentimes, these clients are in high tax brackets and may live in high-tax states, not to mention staying current on ever-evolving tax codes and passing
Get to Know…Anh (Anny) Nguyen
Senior Trade Support Associate and outdoor adventurist Anh (Anny) Nguyen joined Dynamic’s Investment Management team in March from Merrill Lynch where she started as a financial planning intern in 2017. She’s a 2022 graduate of the University of North Florida where she double majored in Finance and Financial Planning with
Get to Know…Jason Cole
The Concierge team welcomed Jason Cole in March, client service associate and world traveler with a penchant for photography. Jason joined Dynamic from F&M Trust, a community bank in South Central Pennsylvania. Prior to F&M Trust, he served the CFA Institute for 16 years and received the Investment Foundations® certificate.
Dynamic-CAIS Partnership Delivers Complete Alternative Investment Solution
In early Q3, Dynamic announced an enterprise-level agreement with CAIS, the leading alternative investment platform servicing the wealth management and asset management industries. As Dynamic continues to accelerate development of institutionalized asset management services, the partnership with CAIS allows Dynamic’s advisor affiliates to access a range of alternative investment capabilities, addressing
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