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Mar 18 | 2022 Card image cap
It’s Not a Parlor Trick

By Dan Solin FREE Ask Online Course for Dynamic Advisors! When you meet with a prospect, how important is it that you engage them? I’ve asked that question hundreds of times. Everyone gives me the same response: It’s very important.  Then I ask: What does that mean to you?  The most common response: I want them to be […]

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Mar 15 | 2022 Card image cap
Market Update: Why is the Fed Raising Rates and What are the Implications?

By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 3.15.22 Dynamic Market Update PDF for advisors’ use with clients  The U.S. Federal Reserve (Fed) is expected to raise short-term interest rates by 0.25% on Wednesday, the first interest rate hike in three years. This will be the official start of a tightening, […]

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Mar 10 | 2022 Card image cap
Market Update: Russia, Rate Hikes and Recession

By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 3.10.22 Dynamic Market Update PDF for advisors’ use with clients  This week, let’s review the three R’s of 2022: Russia, rate hikes and recession. The last “R” isn’t something we want to hear about during the post-pandemic rebound, however, let’s slow down and […]

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Feb 24 | 2022 Card image cap
Market Update: Market Performance around Crisis Events

By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 2.24.22 Dynamic Market Update PDF for advisors’ use with clients The U.S. stock market (as represented by the S&P 500 Index) fell sharply on Thursday (February 24) after Russia launched military attacks on Ukraine. This marks the fifth consecutive down day for the […]

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Feb 21 | 2022 Card image cap
Dynamic Welcomes First Advisor of 2022

When Bill Hansen joined Dynamic Wealth Advisors dba Crooked Tree Capital Advisors in January, he became Dynamic’s first advisor of 2022. Established in 2012 in Petoskey, Mich., by John Marshall, CFA®, CFP®, AIF®, Crooked Tree has been an affiliate advisory firm of Dynamic for nearly a decade. Prior to joining Crooked Tree Capital Advisors, Hansen was […]

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Feb 21 | 2022 Card image cap
Get to Know…Shariss Tritschler

Shariss Tritschler has more than 14 years of experience in the financial industry. This Las Vegas native turned Phoenician brings a unique perspective to Dynamic, having worked in brokerage operations for much of her career, including roles at Vanguard and USAA. She earned Series 7 and 63 licenses and has specialized in change of ownership, […]

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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.