Connecting ideas and people through the advisor lens
Benefits Of Alternative Investing For Portfolio Diversification
Download the 9.13.24 Portfolio Perspective for advisors’ use with clients Dynamic Portfolio Perspectives: Why “Alts” & Why Now? By Lucas Felbel, CIMA®, Director, Portfolio Services In a global market environment with more than 80 major stock exchanges and millions of stocks, bonds, exchanged traded funds and other instruments traded daily,
Avoiding Irrational Investing To Keep Your Goals On Track
Although Modern Portfolio Theory posits that investors are inherently rational, the discipline of behavioral finance tells a different story of investor irrationality. This behavior has the potential to cost investors’ returns and may wreak havoc on their goals…
Market Update: The Good, the Bad, and the Fed
Download the 5.3.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Rate Debate Goes On April was a rough month for the market, with the S&P 500 down over 4%, the worst monthly return since September of 2023. With that
Market Update: Too Hot to Handle
Download the 4.19.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Inflation Issues After a historically strong first quarter, we have had some weakness in the stock market to start off Q2. While most of us had our eyes on
Portfolio Perspectives: Optimal Asset Location, Part 2 – Fixed Income
The Right Asset. In the Right Place. At the Right Time By Lucas Felbel, CIMA®, Director, Portfolio Services Financial advisors stand as fiduciaries dedicated to advocating for client interests and refining their expanding knowledge library, directly benefiting their clientele. Cornerstone to an advisor’s fiduciary insight lies in optimizing post-tax investment
Market Update: Starting Out Strong
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management First Quarter Stock Market Strength The U.S. stock market had a historically strong first quarter to kick off 2024 with a 10.6% total return for the S&P 500 index. This was the best first quarter since 2019 and one of
