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Feb 16 | 2024
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 […]
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Feb 02 | 2024
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 […]
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Jan 26 | 2024
Bond Market Update
By Bill Smith, Fixed Income Trader and Portfolio Manager With the Federal Reserve (Fed) telegraphing three rate cuts this year, and Bloomberg’s probability model estimating at least five as of January 23, we will likely see lower rates in 2024. If this scenario plays out, fixed income should perform well, as bond prices generally rise […]
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Jan 19 | 2024
Market Update: Bumpy Road Ahead
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Not ‘If’ but ‘When’ While the S&P 500 remains close to its all-time highs, we have seen some choppiness this year. Much of this is driven by uncertainty around timing of Federal Reserve (Fed) interest rate cuts. The Fed is waiting for inflation to creep […]
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Jan 12 | 2024
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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Jan 05 | 2024
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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