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Oct 26 | 2023 Card image cap
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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Oct 20 | 2023 Card image cap
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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Oct 18 | 2023 Card image cap
An Insightful Journey through Financial Planning and Enduring Life Lessons

Unlock Knowledge and Intentionality with 16 Invaluable Books By Craig Morningstar, Chief Operating Officer In the realm of financial planning, a multifaceted tapestry of wisdom and principles intertwines with the intricate nuances of individual aspirations and financial landscapes. It is a discipline where monetary artistry meets the profound spectrum of human experience. And where practitioners […]

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Oct 13 | 2023 Card image cap
Market Update: Land of the Free and Home of the Debt

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management The Great Debt Debate Happy Friday the 13th! But more importantly, Happy Birthday to me! It’s a fun birthday to have during Halloween month. Speaking of scary times, recent headlines have been heavy with debt-related investor concerns. The government has too much debt, companies have […]

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Oct 06 | 2023 Card image cap
Creating a Sales Culture Centered on Client Experience

5 Behaviors to Keep Top of Mind By Steve Kulesza, CFP®, Chief Business Development Officer When most people think of sales, they think of a simple transaction of a product or service for the exchange of money. Meet a potential buyer, show them your product or service, provide a fair price and close the deal. […]

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Sep 29 | 2023 Card image cap
Market Update: Wake Me Up When September Ends

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Fed Economic Projections It has been a rough September with the market down for three weeks in a row. To top things off, volatility has come back as investors try to digest comments from the Federal Reserve (Fed) as it relates to their future rate […]

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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.