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Apr 21 | 2023 Card image cap
This Earth Day, ‘Elevate’ (and Think ESG Investing)

 Earth Day is Saturday, April 22, so celebrate by getting out and soaking up the great outdoors! At Dynamic, you could say every day is Earth Day when it comes to the great outdoors—we take our “elevate” message to heart. Our scenic, outdoor imagery is a reminder to wealth advisors to get out and enjoy […]

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Apr 14 | 2023 Card image cap
Market Update: Good News Is No Longer Bad News

Download the 4.14.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Strong Labor Market and Lower Inflation  Ever since the Federal Reserve (Fed) began hiking rates to fight inflation, the market has been afraid of good economic data. The reasoning is that good data (such […]

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

A Q&A with Jennifer Valdes, CFP®, principal of Financial Designs Wealth As a wealth advisor, your client communications skills are constantly put to the test given the unpredictable nature of the market. Just as one news cycle affecting the markets winds down, another whips up like a cyclone…Failed banks, Big Tech layoffs, Fed interest rate […]

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Mar 31 | 2023 Card image cap
Market Update: Banking March Madness

Download the 3.31.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Where is it safe to park your cash?  There has been uncertainty over the past month about the stability of global cash networks which has created some fear about traditionally safe venues for safe […]

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Mar 17 | 2023 Card image cap
Market Update: Ignore the Bitter, Focus on the Sweet

Download the 3.17.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Economic Checkup: Still Healthy  While Silicon Valley Bank (SVB) may have dominated headlines this week, there were a couple of major economic data releases that were almost overlooked! If you are interested in more […]

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Mar 14 | 2023 Card image cap
Special Market Update: Overview of Current U.S. Banking Situation

Download the 3.14.23 Dynamic Special Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  Summary On Friday, March 10, the Federal Deposit Insurance Corporation (FDIC) closed Silicon Valley Bank (SVB) after the bank failed to raise new capital to cover large deposit outflows, a traditional “run on […]

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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.