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May 27 | 2022 Card image cap
Broadening the Investment Universe for HNW Individuals

3 Key Reasons to Consider Private Markets The case for private markets investing is mounting, according to various industry sources that liken the vast opportunities within private markets to the Marvel Multiverse. In an investment brief, Hamilton Lane cited private markets represent a “much larger investable universe” as the No. 1 reason private investments may warrant […]

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May 27 | 2022 Card image cap
Q2 2022 Investing Insights: Top 3 Lessons from Warren Buffett

By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management “Number one rule of Wall Street. Nobody—and I don’t care if you’re Warren Buffet or if you’re Jimmy Buffet—nobody knows if a stock is going to go up, down, sideways or in circles.” – Mark Hanna (Matthew McConaughey), “The Wolf of Wall Street,” 2013 As […]

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May 06 | 2022 Card image cap
Market Update: Interest Rates Up, Market Down – We Have Good News & Bad News

By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 5.6.22 Dynamic Market Update PDF for advisors’ use with clients   What Happened? As expected, the Federal Reserve (Fed) raised its benchmark interest rate by 0.50% on Wednesday and announced plans to start reducing its large balance sheet in June. The primary reason to […]

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Apr 29 | 2022 Card image cap
From Trading Baseball Cards to Following Finance Dreams

Why I Became a Financial Advisor by Eric Braund, CFP®, CRPC® At age 14, I made my first investment. Like most kids, I spent my early teen years trading baseball cards and playing video games, but I also started reading The Wall Street Journal. I had been bit by the finance bug, and I found the […]

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Apr 22 | 2022 Card image cap
Dynamic Does its Part to Honor Earth Day

Fully remote since 2009, reduces carbon footprint by 127 tons annually Today marks the 52nd anniversary of Earth Day. Held each year on April 22 since 1970, Earth Day celebrates the birth of the modern environmental movement. According to “Origins of Earth Day” on Earthday.org: In the decades leading up to the first Earth Day, Americans […]

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Apr 21 | 2022 Card image cap
ESG: The ‘Moral Compass’ Across the Investing Landscape

By John Chichester, CPA, PFS, CFP®, AIF®, CEPA Chichester Financial Group LLC On May 14, 2022, John Chichester graduated with distinction from Franklin University Switzerland with a Master of Arts in Political Economy of Money and Development. His thesis was titled, “The Merits of ESG Investing: Is It More Than Just a Marketing Ploy?” Today, […]

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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.