Top 3 Expectations for 2025
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Market Review The market went three-for-three in terms of […]
Everything in Moderation
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management A Resilient Economy Spells ‘Higher for Longer’ We have
So Much News, So Little Time
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Less Uncertainty Makes Way for Fundamentals Let’s start with
Is the Market Giving Tricks or Treats?
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Supportive Trends Fend Off Spooky Season The market continues
Markets Climb the Wall of Worry
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management 3 Wins and 3 Uncertainties We officially have three quarters
Fed Cuts Fifty: The Easing Cycle Has Commenced
By Bill Smith, Fixed Income Trader and Portfolio Manager On Sept. 18, the Federal Open Market Committee (FOMC) cut interest
FD Wealth Celebrates Doubling Assets
Learn about transfer taxes, including important terms that you should know. Plus, how do you lessen the burden of these
Taking the Stress Out of Financial Planning
We are thrilled to share our recent feature in USA Today, where Jennifer discusses how FD Wealth is helping clients
Dont Fight the Fed!
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Rate Cuts Have Arrived The week ending Sept. 13 was
Financial Designs Wealth Celebrates Doubling Assets
Yahoo Finance Article Link Holistic wealth management firm Financial Designs Wealth celebrates doubling client assets in less than three years