Dynasty Adds Raymond James Veteran to Lead Transitions

Published on January 6, 2025

As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty.

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Focus Names Toronto Firm as Fifth 'Hub' in Consolidation Strategy

January 6, 2025
Cardinal Point Capital Management joined Focus in 2021, specializing in “cross-border wealth management.” Focus CEO Michael Nathanson said the firm would lead Focus’ “consolidation and expansion efforts in Canada.”

Secular Market Trends: Bull and Bear Markets

January 6, 2025
The S&P 500 real monthly averages of daily closes reached a new all-time high in December 2024. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.