Q1 2024 Investing Insights: Top 3 Outlooks For 2024
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “And I know what I have to do now. I gotta keep breathing. Because tomorrow the sun will rise. Who knows what the tide could bring?” – Chuck Noland (Tom Hanks), “Cast Away,” 2000 As we embark on the great journey that will be 2024, […]
Q4 2023 Investing Insights: Top 3 Expectations through Year-End and Beyond
By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “The world has just changed so radically, and we’re all running to catch up. I don’t want to jump to any conclusions, but look… Dinosaurs and man, two species separated by 65 million years of evolution have just been suddenly thrown back into the mix […]
Q3 2023 Investing Insights: Top 3 Upward Sloping Lines
By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management Download the Q3 2023 Investing Insights for advisors’ use with clients “When life gets you down, you know what you gotta do? Just keep swimming.” – Dory (Ellen DeGeneres), “Finding Nemo,” 2003 It may be hard to believe, but the stock market has performed great […]
Q2 2023 Investing Insights: Top 3 Lessons from Warren Buffett in 2023
Download the Dynamic Q2 2023 Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “The world is a great movie to watch. But you don’t want to just sleepwalk through life. The important thing to do is to look for the job you would take if you […]
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 Street,” 2013 With 2022 behind […]
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,” 1998 Not much has changed […]
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 do me this honor. Promise […]
Q2 2022 Investing Insights: Top 3 Lessons from Warren Buffett
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management “Number one rule of Wall Street. Nobody—and I don’t care if you’re Warren Buffet or if you’re Jimmy Buffet—nobody knows if a stock is going to go up, down, sideways or in circles.” – Mark Hanna (Matthew McConaughey), “The Wolf of Wall Street,” 2013 As […]
Q1 2022 Investing Insights: Top 3 Ways to Diversify for Low and Rising Interest Rates
By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management “You won’t lose the house. Everybody has three mortgages nowadays.” – Venkman (Bill Murray) “But at 19 percent? You didn’t even bargain with the guy.” – Ray (Dan Aykroyd) – “Ghostbusters,” 1984 A top theme in 2022 is the rising interest rate environment, coming off […]
Investing Insights: Evolution of Risk Management
By Konstantin (Kostya) Etus, CFA® Head of Strategy, Dynamic Investment Management Is the 60/40 portfolio dead? This question has been coming up a lot lately given historically high valuations for the stock market and historically low interest rates for the bond market, leading to relatively low return expectations for the future. But that question is […]
