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Aug 25 | 2023 Card image cap
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 […]

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Aug 11 | 2023 Card image cap
Bond Market Update: Despite U.S. Credit Downgrade, Yield Opportunities Remain Robust

Download the 8.11.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager United States Credit Downgrade – A Brief Note Citing rising debt levels and “repeated debt limit standoffs and last-minute resolutions,” Fitch Ratings downgraded the United States credit rating from AAA to AA+ on August […]

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Aug 02 | 2023 Card image cap
Market Update: One Last Hurrah

Download the 7.28.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Market Expectations We had a big week in terms of announcements with back-to-back key updates: Wednesday, July 26: The U.S. Federal Reserve (Fed) approved a much-anticipated interest rate hike of 0.25% to an overall […]

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Jul 14 | 2023 Card image cap
Market Update: What’s in Store in the Second Half? Stay Diversified, My Friends

Download the 7.14.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Normalization and Moderation The first half of 2023 has been great for the global stock market, with both domestic and international indices up double digits (S&P 500 Index up 16.9% and MSCI EAFE Index […]

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Jun 23 | 2023 Card image cap
The Importance of Culture for the Client Experience

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  Culture is everything. I recently talked about culture on Orion’s The Weighing Machine podcast, and it got me thinking. Here, in place of today’s Dynamic Market Update (which will resume in two weeks), I’d like to explore the topic of culture as it relates to […]

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Jun 20 | 2023 Card image cap
Bond Market Update: FOMC June Policy Meeting – A Hawkish Pause

Dynamic is pleased to introduce a new Market Update segment, “Dynamic Bond Market Update,” where our fixed income specialist Bill Smith will discuss the latest impacts on the bond market and what’s expected moving forward. Intended for advisor use, a summary of the Bond Market Update will be distributed once a month to advisors via […]

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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.