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We believe partnering with a professional to help manage your assets is extremely important. One of the biggest reasons people took a long time to recover, or never recovered, from the great recession in 2007-2009 was because they made decisions that felt good at the time but were terrible decisions in the long run. The best decisions usually feel the worst and the worst decisions usually feel the best, when it comes to investments. Our goal is not to chase investment returns each day or each week like a day-trader would, but to make sure your investments are constantly aligned with your goals. We do not think active or passive investment management are the most optimal strategies, but that instead we need to be somewhere in the middle. Our approach is to shift only a portion of your portfolio whenever economic conditions justify a move. However, we are still going to allocate you based on your risk tolerance and goals. There are sectors in the economy that tend to perform better in certain economic conditions, so when we see the economy going one way or the other, we will shift that flexible portion of our portfolio to be more heavily allocated in those sectors. Our goal is not to try to time the market, because that is a fool’s errand. Our goal is to mitigate risk on the downside while still being able to capture a majority of the upside. The less we lose when the market goes down, the less we must gain back to break even. It is better to be consistently good, than occasionally great.
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DYNAMIC WEALTH PARTNERS
Check the background of your financial professional on FINRA's BrokerCheck.
Brenden Fitzpatrick and Matthew Seem offer financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Our compensation may be based on a combination of fees and commissions. Dynamic Wealth Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. Availability of Long-term care and disability income insurance varies by carrier and state.
eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC.
Dynamic Wealth Partners is licensed to conduct business in the following states: CO, KS, NE, MN, MO, SD, WA
Dynamic Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.
Brenden Fitzpatrick and Matthew Seem offer financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Our compensation may be based on a combination of fees and commissions. Dynamic Wealth Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. Availability of Long-term care and disability income insurance varies by carrier and state.
eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC.
Dynamic Wealth Partners is licensed to conduct business in the following states: CO, KS, NE, MN, MO, SD, WA
Dynamic Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.
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