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Apr 12 | 2024 Card image cap
Portfolio Perspectives: Optimal Asset Location, Part 2 – Fixed Income

The Right Asset. In the Right Place. At the Right Time By Lucas Felbel, CIMA®, Director, Portfolio Services Financial advisors stand as fiduciaries dedicated to advocating for client interests and refining their expanding knowledge library, directly benefiting their clientele. Cornerstone to an advisor’s fiduciary insight lies in optimizing post-tax investment outcomes through strategic asset placement […]

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Apr 05 | 2024 Card image cap
Market Update: Starting Out Strong

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management First Quarter Stock Market Strength The U.S. stock market had a historically strong first quarter to kick off 2024 with a 10.6% total return for the S&P 500 index. This was the best first quarter since 2019 and one of the best in history (more […]

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Apr 01 | 2024 Card image cap
Bond Market Update: Spotlight On Central Banks

By Bill Smith, Fixed Income Trader and Portfolio Manager While changes in monetary policy are always good for a headline, March has been particularly notable for central banks across the globe. The Bank of Japan raised rates for the first time since 2007. The Swiss National Bank surprised markets with a 25-basis-point cut. Even the […]

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Mar 15 | 2024 Card image cap
Market Update: Mixed Bag For March

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management We Have Good News and Bad News March has seen some mixed results from the markets and the economy. Both stock and bond markets have exhibited some choppy sessions as investors try and digest available data and Federal Reserve (Fed) rhetoric as to when the […]

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Mar 01 | 2024 Card image cap
Q1 2024 Investing Insights: Top 3 Outlooks For 2024

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “And I know what I have to do now. I gotta keep breathing. Because tomorrow the sun will rise. Who knows what the tide could bring?” – Chuck Noland (Tom Hanks), “Cast Away,” 2000 As we embark on the great journey that will be 2024, […]

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Feb 23 | 2024 Card image cap
Bond Market Update: Rate Expectations and CPI Surprise – Not a Novel by Charles Dickens

First Cut Remains Elusive Although rate cuts are still widely anticipated this year, recent data has pushed the expected start date further into 2024. The likelihood of a cut at the next Federal Open Market Committee (FOMC) meeting appears low, following comments from Federal Reserve Chair Jerome Powell that he doesn’t “think it’s likely that […]

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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.