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Mar 08 | 2023 Card image cap
For Tax-Efficient Investment Management, Understand 3 Key Aspects of Client Profiles

By Marina Hernandez, CFP®, EA, Founder & CEO Swiss American Wealth Advisors Taxes are one of the biggest drags on investment returns. As the saying goes, “It’s not how much you make, it’s how much you keep,” that matters. If we ignore tax-efficient Investment management, no matter how well diversified and low cost our clients’ […]

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Mar 03 | 2023 Card image cap
Q1 2023 Investing Insights: Top 3 Reasons the 60/40 Is NOT Dead

Download the Q1 2023 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “I’ve got the guts to die. What I want to know is, have you got the guts to live?” – Jordan Belfort (Leonardo DiCaprio), “The Wolf of Wall Street,” 2013 With 2022 behind […]

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Feb 17 | 2023 Card image cap
Market Update: Key to Life – Manage Your Expectations

Download the 2.17.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Results vs. Expectations As you may know by now, I’m a movie buff and get excited about new movie releases. In fact, my favorite Super Bowl commercials were the new movie trailers for some […]

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Feb 14 | 2023 Card image cap
Growing Your Practice? 5 Key Considerations when Selecting a Partner

The following is the first of a two-part series on partnering for success. Whether you’re looking to partner with a like-minded advisor, seeking to connect with other businesses to maximize referrals or outsource to a professional services firm to take your practice to the next level, choosing the right partnerships can be a win-win.  Growing […]

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Feb 03 | 2023 Card image cap
Market Update: The Year of The Yield

Download the 2.3.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management One Down, Eleven to Go  We made it through January with the S&P 500 up 6.2% for the month, the best January in four years. Investors continue to be optimistic about lower inflation and […]

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Jan 20 | 2023 Card image cap
Market Update: On Course for Soft Landing

Download the 1.20.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Off To a Good Start We are leaving 2022 behind and starting out fresh in 2023 with two positive performance weeks in a row for the stock market. Investors are optimistic after receiving favorable […]

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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.