For an advisor near you

(877) 257-3840

BlogConnecting ideas and people through the advisor lens

Dec 19 | 2023 Card image cap
Market Update: Christmas Comes Early for Investors

Download the 12.15.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management   Gifts from Santa Powell Both stock and bond markets rallied on Wednesday, December 13, as the Federal Reserve (Fed), led by Chair Jerome Powell, not only held rates steady for a third straight […]

LEARN MORE >
Dec 18 | 2023 Card image cap
Five Lifelong Lessons in Financial Wisdom

By Craig Morningstar, Chief Operating Officer After a nearly four-decade career, Craig Morningstar is retiring at the end of 2023 to embark on bucket list trips and weekend rides to enjoy the open road. He looks forward to catching up on Federal Reserve reports, writing books and movie scripts, returning to ASU’s Osher Lifelong Learning […]

LEARN MORE >
Nov 29 | 2023 Card image cap
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 […]

LEARN MORE >
Nov 17 | 2023 Card image cap
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 […]

LEARN MORE >
Nov 15 | 2023 Card image cap
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 […]

LEARN MORE >
Nov 10 | 2023 Card image cap
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 […]

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.