2026 Retirement Plan Updates: Higher 401(k) & IRA Contribution Limits
The IRS has released the updated retirement plan contribution limits for 2026, and the changes are good news for savers. […]
Q3 2025 Investing Insights: Top 3 Reasons to Expect New Winners
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset Management “If you ain’t first, you’re last.” – Ricky Bobby (Will
Ready, Set, Cut!
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset Management The markets continue to grind higher with the S&P 500
Building Your Portfolio: Finding the Right Balance
In Parts 1 and 2, we introduced the building blocks of most portfolios: bonds (stability, income, and protection) and
To Cut or Not to Cut? That is the Question.
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset Management Guess what the market has been up to? More all-time
From Ownership to Opportunity: Understanding Stocks in Your Portfolio
In our previous Simple Series, “Not Boring—Brilliant: Why Bonds Belong in Every Portfolio,” we covered the quiet strength of bonds
The Week that Made Bad News Look Good
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset Management We had quite an exciting week last week with a
Trump’s One Big Beautiful Bill Act (OBBBA): What You Need to Know
Understanding the One Big Beautiful Bill Act (OBBBA) The One Big Beautiful Bill Act proposes sweeping changes to the tax
Not Boring-Brilliant: Why Bonds Belong In Every Portfolio
When people think about investing, they often think of stocks, crypto, and big market swings. But there’s another side of
Market Scariness Dissipates
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Happy Friday the 13th! Of all the things to be