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Jun 09 | 2023 Card image cap
Market Update: Are We in a Bull Market?

Download the 6.9.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  Another Goldilocks Jobs Report  It may be hard to believe, but the S&P 500 closed out last week (ending 6/2/23) up over 20% from its previous low point set in mid-October. This officially puts […]

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May 26 | 2023 Card image cap
Market Update: The Debt Ceiling Debate

Download the 5.26.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Do the Right Thing  We haven’t had a shortage of headline risks this year with the turmoil in the banking sector, the potential for a recession, trying to predict the Federal Reserve’s (Fed) next […]

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May 19 | 2023 Card image cap
We Don’t Just Talk about the Market – Communicating with Clients During Volatile Times

A Q&A with Shannon Larson, financial advisor at STF Wealth Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent communication— […]

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May 12 | 2023 Card image cap
Q2 2023 Investing Insights: Top 3 Lessons from Warren Buffett in 2023

Download the Dynamic Q2 2023 Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “The world is a great movie to watch. But you don’t want to just sleepwalk through life. The important thing to do is to look for the job you would take if you […]

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May 05 | 2023 Card image cap
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times

A Q&A Brian Bucell, CFP®, managing partner of Crestview Capital Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent […]

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Apr 28 | 2023 Card image cap
Market Update: Buy the Rumor, Sell the News

Download the 4.28.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Generally Positive Earnings Surprises  It’s hard to believe it’s been about six months since both the stock and bond markets bottomed out in early October. The rebound in the markets over the last six […]

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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.