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May 12 | 2023 Card image cap
Q2 2023 Investing Insights: Top 3 Lessons from Warren Buffett in 2023

Download the Dynamic Q2 2023 Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “The world is a great movie to watch. But you don’t want to just sleepwalk through life. The important thing to do is to look for the job you would take if you […]

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May 05 | 2023 Card image cap
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times

A Q&A Brian Bucell, CFP®, managing partner of Crestview Capital Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent […]

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Apr 28 | 2023 Card image cap
Market Update: Buy the Rumor, Sell the News

Download the 4.28.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Generally Positive Earnings Surprises  It’s hard to believe it’s been about six months since both the stock and bond markets bottomed out in early October. The rebound in the markets over the last six […]

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Apr 21 | 2023 Card image cap
This Earth Day, ‘Elevate’ (and Think ESG Investing)

 Earth Day is Saturday, April 22, so celebrate by getting out and soaking up the great outdoors! At Dynamic, you could say every day is Earth Day when it comes to the great outdoors—we take our “elevate” message to heart. Our scenic, outdoor imagery is a reminder to wealth advisors to get out and enjoy […]

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Apr 14 | 2023 Card image cap
Market Update: Good News Is No Longer Bad News

Download the 4.14.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Strong Labor Market and Lower Inflation  Ever since the Federal Reserve (Fed) began hiking rates to fight inflation, the market has been afraid of good economic data. The reasoning is that good data (such […]

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Apr 05 | 2023 Card image cap
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times

A Q&A with Jennifer Valdes, CFP®, principal of Financial Designs Wealth As a wealth advisor, your client communications skills are constantly put to the test given the unpredictable nature of the market. Just as one news cycle affecting the markets winds down, another whips up like a cyclone…Failed banks, Big Tech layoffs, Fed interest 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.