Blog
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
For Tax-Efficient Investment Management, Understand 3 Key Aspects of Client Profiles
By Marina Hernandez, CFP®, EA, Founder & CEO Marina Hernandez, CFP®, EA Swiss American Wealth Advisors Taxes are one of the biggest drags on investment returns. As the saying goes, “It’s not how much you make, it’s how much you keep,” that matters. If we ignore tax-efficient Investment management, no
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
Growing Your Practice? 5 Key Considerations when Selecting a Partner
Whether you’re looking to partner with a like-minded advisor, seeking to connect with other businesses to maximize referrals or outsource to a professional services firm to take your practice to the next level, choosing the right partnerships can be a win-win. Growing Your Practice? 5 Key Considerations when Selecting a
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.