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 said, we are still on […]
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 the eclipse, investors were blinded […]
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 the best in history (more […]
Market Update: Mixed Bag For March
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management We Have Good News and Bad News March has seen some mixed results from the markets and the economy. Both stock and bond markets have exhibited some choppy sessions as investors try and digest available data and Federal Reserve (Fed) rhetoric as to when the […]
Market Update: 500 Over 5,000
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management What Recession? Happy Valentine’s Day! As a special treat, the S&P 500 has crossed over 5,000 for the first time ever. While this is just a number, it signifies the strength we have exhibited in the stock market over the past few months (up close […]
Market Update: From Peaks To Soft Landings
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management All Eyes on Fed As January came to an end, the stock market found another victory with a third consecutive month of positive returns as the S&P 500 gained more than 1%. The stock market had a nice runup in the two weeks leading up […]
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 […]
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 […]
Market Update: How High Can It Go?
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Trick or Treat: Rising Bond Yields Happy Halloween! Both stock and bond markets have seen an increase in volatility recently as the iconic 10-year Treasury yield crossed the 5% level for the first time since 2007. But yields went up across the spectrum from the […]
Market Update: Land of the Free and Home of the Debt
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management The Great Debt Debate Happy Friday the 13th! But more importantly, Happy Birthday to me! It’s a fun birthday to have during Halloween month. Speaking of scary times, recent headlines have been heavy with debt-related investor concerns. The government has too much debt, companies have […]
