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Jan 05 | 2024 Card image cap
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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Dec 19 | 2023 Card image cap
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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Dec 19 | 2023 Card image cap
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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Dec 18 | 2023 Card image cap
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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Nov 29 | 2023 Card image cap
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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Nov 17 | 2023 Card image cap
Bond Market Update: Now’s the Time to Consider Fixed Income

Yields Retreat but Remain Attractive Fixed income volatility continued into November, driven by expectations that this tightening cycle may finally be coming to an end. Since our last Bond Market Update on October 20, 30-year Treasury yields decreased 37 basis points from 5.07% to 4.70%, and 10-year Treasury yields declined from 4.91% to 4.55% as […]

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Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.