Connecting ideas and people through the advisor lens
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