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PlanDynamic ➤ Fee-Only CFP®
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
 
 

Insights.

 
 
 
 
 
 
 
 
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Portfolios Care About Asset Allocation, Not Your Emotions.
Economics 101, Investing, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 4/2/25 Economics 101, Investing, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 4/2/25

Portfolios Care About Asset Allocation, Not Your Emotions.

While the cause of volatility changes, a constant remains - portfolios don't care about your feelings. 

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You Can’t Always Get What You Want… But If You Try Sometimes
Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Economics 101 Glenn Brown 6/3/22 Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Economics 101 Glenn Brown 6/3/22

You Can’t Always Get What You Want… But If You Try Sometimes

With markets All Down The Line, thinking it will make you Happy to become Exile on Wall St?

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Take this job and shove it!? Measure twice, cut once.
Budgeting, Work Benefits, Small Business, Your $ Your Independence, Retirement Planning Glenn Brown 7/2/21 Budgeting, Work Benefits, Small Business, Your $ Your Independence, Retirement Planning Glenn Brown 7/2/21

Take this job and shove it!? Measure twice, cut once.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

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Rising Rates, Sinking Values: Are Bonds Dead?
Economics 101, Investing, Retirement Planning, Your $ Your Independence Glenn Brown 4/2/21 Economics 101, Investing, Retirement Planning, Your $ Your Independence Glenn Brown 4/2/21

Rising Rates, Sinking Values: Are Bonds Dead?

Since 1976 the bond market has been negative just 3 times, 2021 could be the fourth and worst.

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Outlooks for 2019, Do They Matter?
Your $ Your Independence, Investing, Retirement Planning, Tax Planning, Budgeting Glenn Brown 1/1/19 Your $ Your Independence, Investing, Retirement Planning, Tax Planning, Budgeting Glenn Brown 1/1/19

Outlooks for 2019, Do They Matter?

New year, new positioning. The investment community loves annual outlooks. Do you act or let them become part of your past, like Sears Wish Books?

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945 Concord Street
Framingham, MA 01701
508.834.7733

ABOUT

PlanDynamic, LLC is a Registered Investment Advisor and fee-only fiduciary. A personal Certified Financial Planner™ leverages interactive technology and dynamically managed portfolios to help clients with planning and investing, so they can balance kids, aging parents and financial independence. 

Founder Glenn Brown is a member of:

 
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