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PlanDynamic ➤ Fee-Only CFP®
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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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The Clash Against The Magnificent Seven
Investing, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 12/1/23 Investing, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 12/1/23

The Clash Against The Magnificent Seven

The Magnificent Seven have gained 71% this year while the other 493 stocks in the S&P 500 have gained just 6%. 

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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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