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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
 
 

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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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Homebuying in March: A Smart Time to Make Your Move?
Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 3/3/25 Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 3/3/25

Homebuying in March: A Smart Time to Make Your Move?

March signals the beginning of homebuying season, but before scrolling Zillow, open houses, and finding a real estate agent, let’s discuss things you need to implement.

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Ready Homebuyers? The Fed’s New “No Urgency” Mantra Is A Gift.
Budgeting, Debt Management, Economics 101, Your $ Your Independence Glenn Brown 4/23/24 Budgeting, Debt Management, Economics 101, Your $ Your Independence Glenn Brown 4/23/24

Ready Homebuyers? The Fed’s New “No Urgency” Mantra Is A Gift.

If one waits for 5% mortgages, there are considerable opportunity costs. Potential homebuyers should prepare to act by utilizing these tools and best practices.   

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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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Inflation: Increase assets, borrow, and lock in debits.
Budgeting, Debt Management, Economics 101, Investing, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 12/2/21 Budgeting, Debt Management, Economics 101, Investing, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 12/2/21

Inflation: Increase assets, borrow, and lock in debits.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

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Tax Loss Harvesting: Give Thanks And Slice Your Pie
Investing, Retirement, Tax Planning, Your $ Your Independence Glenn Brown 11/2/21 Investing, Retirement, Tax Planning, Your $ Your Independence Glenn Brown 11/2/21

Tax Loss Harvesting: Give Thanks And Slice Your Pie

Losing investments can offset realized profits as well as up to $3,000 in non-investment income each year.

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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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Revisiting - Dividends: Evolve Beyond Yield
Your $ Your Independence, Retirement Planning, Retirement, Investing Glenn Brown 2/1/21 Your $ Your Independence, Retirement Planning, Retirement, Investing Glenn Brown 2/1/21

Revisiting - Dividends: Evolve Beyond Yield

Revisiting the conundrum for income investors in today’s low-interest rate environment.

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2020 - The Worst Year Ever… Really?
Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, Investing Glenn Brown 1/2/21 Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, Investing Glenn Brown 1/2/21

2020 - The Worst Year Ever… Really?

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

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Would’ve, Could’ve, Should’ve… But Did You?
Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, Budgeting Glenn Brown 6/30/20 Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, Budgeting Glenn Brown 6/30/20

Would’ve, Could’ve, Should’ve… But Did You?

Instead of talk of the future, act on the constants - change and time.  

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Proactive Planning and Health Remain Critical
Budgeting, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 5/29/20 Budgeting, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 5/29/20

Proactive Planning and Health Remain Critical

Putting off your health or planning over fear isn’t the “new normal”.

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Framingham, MA 01701
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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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