BlogConnecting ideas and people through the advisor lens

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Portfolio Perspectives: Navigating High-Net-Worth Challenges? SMA It Ain’t So

By Lucas Felbel, CIMA®Director, Portfolio Services In the realm of wealth management, high-net-worth (HNW) clients present a unique set of challenges. These individuals, with their concentrated positions and tax considerations, demand bespoke solutions to preserve and grow their wealth. As you prepare to engage with a client expressing interest in individual stocks and bond issues, […]

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Market Update: More Ups than Downs

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  A Great 2023!  Happy New Year! As we embark on the great journey that will be 2024, let’s reflect on the key market highlights of 2023—as well as how it compares to 2022 to help put things into perspective. See the table below, “What Worked, […]

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Bond Market Update: December Brings Good Tidings for Bond Investors

Download the 12.20.23 Dynamic Bond Market Update for advisors’ use with clients   Strong Year-End for Bonds Yields continued to decline this month, gifting bond investors one of the strongest year-end rallies since the early 1980s. While most major fixed income indices are positive on the year, high yield and investment grade corporate returns have […]

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Market Update: Christmas Comes Early for Investors

Download the 12.15.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management   Gifts from Santa Powell Both stock and bond markets rallied on Wednesday, December 13, as the Federal Reserve (Fed), led by Chair Jerome Powell, not only held rates steady for a third straight […]

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Five Lifelong Lessons in Financial Wisdom

By Craig Morningstar, Chief Operating Officer After a nearly four-decade career, Craig Morningstar is retiring at the end of 2023 to embark on bucket list trips and weekend rides to enjoy the open road. He looks forward to catching up on Federal Reserve reports, writing books and movie scripts, returning to ASU’s Osher Lifelong Learning […]

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Market Update: A Sad Day In Omaha

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management What are Markets Thankful For?   As you sat around the Thanksgiving table with friends and family, what were you most thankful for? Well, if you’re anything like me, it was for the market rebound we experienced in November! In fact, most asset classes were […]

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