BlogConnecting ideas and people through the advisor lens

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Market Update: A Sad Day In Omaha

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management What are Markets Thankful For?   As you sat around the Thanksgiving table with friends and family, what were you most thankful for? Well, if you’re anything like me, it was for the market rebound we experienced in November! In fact, most asset classes were […]

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Bond Market Update: Now’s the Time to Consider Fixed Income

Yields Retreat but Remain Attractive Fixed income volatility continued into November, driven by expectations that this tightening cycle may finally be coming to an end. Since our last Bond Market Update on October 20, 30-year Treasury yields decreased 37 basis points from 5.07% to 4.70%, and 10-year Treasury yields declined from 4.91% to 4.55% as […]

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Mastering Tax-Loss Harvesting for Optimal Returns

By Lucas Felbel, CIMA® Director, Portfolio Services As Thanksgiving descends upon us in the U.S., Canadians (myself included) celebrated the holiday in mid-October, coinciding with the final farmers’ harvest. Simultaneously, the financial world experiences its own harvest season in October, Tax-Loss Harvesting (TLH) season. As we approach the conclusion of 2023, financial advisors engage in […]

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Q4 2023 Investing Insights: Top 3 Expectations through Year-End and Beyond

By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “The world has just changed so radically, and we’re all running to catch up. I don’t want to jump to any conclusions, but look… Dinosaurs and man, two species separated by 65 million years of evolution have just been suddenly thrown back into the mix […]

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Market Update: How High Can It Go?

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Trick or Treat: Rising Bond Yields Happy Halloween! Both stock and bond markets have seen an increase in volatility recently as the iconic 10-year Treasury yield crossed the 5% level for the first time since 2007. But yields went up across the spectrum from the […]

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Bond Market Update: Conjuring October Opportunities – Fixed Income Yields Rise Amidst Volatility Spell

By Bill Smith, Fixed Income Trader and Portfolio Manager Fixed Income Volatility Remains High Yields continue to rise in October as a strong labor market, inflation above the Fed’s 2% target and increased Treasury supply reinforce the “higher for longer” rate narrative. High yield continues its outperformance, while most Treasury, investment grade corporate and municipal […]

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