For an advisor near you

(877) 257-3840

BlogConnecting ideas and people through the advisor lens

Mar 17 | 2023 Card image cap
Market Update: Ignore the Bitter, Focus on the Sweet

Download the 3.17.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Economic Checkup: Still Healthy  While Silicon Valley Bank (SVB) may have dominated headlines this week, there were a couple of major economic data releases that were almost overlooked! If you are interested in more […]

LEARN MORE >
Mar 14 | 2023 Card image cap
Special Market Update: Overview of Current U.S. Banking Situation

Download the 3.14.23 Dynamic Special Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  Summary On Friday, March 10, the Federal Deposit Insurance Corporation (FDIC) closed Silicon Valley Bank (SVB) after the bank failed to raise new capital to cover large deposit outflows, a traditional “run on […]

LEARN MORE >
Mar 08 | 2023 Card image cap
For Tax-Efficient Investment Management, Understand 3 Key Aspects of Client Profiles

By Marina Hernandez, CFP®, EA, Founder & CEO Swiss American Wealth Advisors Taxes are one of the biggest drags on investment returns. As the saying goes, “It’s not how much you make, it’s how much you keep,” that matters. If we ignore tax-efficient Investment management, no matter how well diversified and low cost our clients’ […]

LEARN MORE >
Mar 03 | 2023 Card image cap
Q1 2023 Investing Insights: Top 3 Reasons the 60/40 Is NOT Dead

Download the Q1 2023 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “I’ve got the guts to die. What I want to know is, have you got the guts to live?” – Jordan Belfort (Leonardo DiCaprio), “The Wolf of Wall Street,” 2013 With 2022 behind […]

LEARN MORE >
Feb 17 | 2023 Card image cap
Market Update: Key to Life – Manage Your Expectations

Download the 2.17.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Results vs. Expectations As you may know by now, I’m a movie buff and get excited about new movie releases. In fact, my favorite Super Bowl commercials were the new movie trailers for some […]

LEARN MORE >
Feb 14 | 2023 Card image cap
Growing Your Practice? 5 Key Considerations when Selecting a Partner

The following is the first of a two-part series on partnering for success. Whether you’re looking to partner with a like-minded advisor, seeking to connect with other businesses to maximize referrals or outsource to a professional services firm to take your practice to the next level, choosing the right partnerships can be a win-win.  Growing […]

LEARN MORE >
← older

newer →

Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor.
Investment advisory services are offered through Dynamic.

© 2024 Copyright Dynamic Advisor Solutions LLC dba Dynamic Wealth Advisors. All Rights Reserved.

Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm BrochureFor additional information click here.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Dynamic Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.

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.