Media

We have a lot to say about money and finances.

Because we believe that educating our clients and others will lead to better financial decisions for them and their families. Along with our columns in Forbes.com and Financial Planning magazine, Barry Glassman is part of an elite Digital Financial Advisor Council for CNBC.

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Featured Pieces

Interrupting the Pattern With The Philosophy That Each Client Is The Only Client

Podcast Interview with Michael Kitces

Barry was featured on Michael Kitces’s Podcast for the 69th episode of Financial Advisor Success, where he had the opportunity to share his different approach to growing Glassman Wealth, including focusing on the company culture and employee experience.

Washington Business Journal

Executive Profile of Barry Glassman

Best business decision: To become a fee-only adviser and give up all commission business. That's a really big deal. Also setting account minimums for new clients to limit client growth. It's important for us to know all the families we serve.

Action Plan: Strategic Planning with Schwab Advisor Services

Barry Glassman and his team at Glassman Wealth Services took part in “Insights to Action,” a strategic planning program developed by Schwab Advisor Services.

“It was the perfect time for us because the firm already had goals in place – the technology, research and systems, and human capital,” said Glassman.

Latest Media Highlights

The Secret Buyer Boosting Stocks Right Now

By Barry Glassman, CFP®

SEP 14, 2021 | It was spring 2021, and Apple Inc. had a problem. Revenue hit an all-time high, there was double-digit growth, sales and earnings were up. What exactly was the problem, then? Apple had too much money.

What Do the New IRS Life Expectancy Tables Mean to You?

By Barry Glassman, CFP®

JAN 5, 2021 | New Changes for IRA and 401(k) Owners Likely Overhyped. How much of a difference do the new life expectancy tables make to the bottom line? Not much, relatively speaking.

COVID Changes Everything About Inflation Expectations

By Barry Glassman, CFP®

DEC 2, 2020 | The US Government has been spending and printing a lot of money to help stabilize the economy during this tumultuous 2020. And it's not that inflation isn't a concern, it's just that we are far from it. And COVID changes everything.

The Biden Trade Just Became Irrelevant

By Barry Glassman, CFP®

NOV 12, 2020 | You might think that the trajectory of industry sectors would coincide with presidents' policy goals. But they don't.

The Reason I Love the Apple Card Might Surprise You

By Barry Glassman, CFP®

MAY 19, 2020 | It was actually a happy mistake that helped me realize what the greatest benefit of using the Apple Card really is–peace of mind.

 

Making Sense of the Quick Stock Market Rebound

By Barry Glassman, CFP®

MAY 8, 2020 | The reasons for the 30%+ market drop in late March 2020 seemed obvious at the time, after all, we had a global pandemic shutting down the global economy. Though what's driving my clients and investors crazy is figuring out how and why the stock market indexes have begun recovering so quickly.

Four Ways The SECURE Act Impacts Your Retirement Planning Now

By Barry Glassman, CFP®

JAN 23, 2020 | In the past couple of years, two significant tax code changes, each with major impacts on families strategic financial planning, were signed into law. In the most recent change, the SECURE Act, there are four areas worth taking a deeper look for how the Act may impact you and retirement planning.

10 Common Mistakes to Avoid When Exiting Your Business

By Barry Glassman, CFP®

DEC 22, 2019 | Business owners often face unique issues when it comes to managing their financial portfolios, especially when it comes to planning for retirement.

Dimensional Funds Says That This Investment Allocation Change Is No Biggie

By Barry Glassman, CFP®

DEC 10, 2019 | Like many investment managers who look to diversity clients' stock holdings, Glassman Wealth Services has an allocation to Emerging Market stocks. But now DFA is increasing their allocation to China stocks, leading us to reexamine this investment's role in client portfolios.

Five Reasons Why You Should Consider Donor Advised Funds Now

By Barry Glassman, CFP®

OCT 27, 2019 | A confluence of different economic factors, such as new tax laws and booming stock prices, could make it the ideal time to consider allocating some of the capital gains you've made in the market to what's called "donor advised funds."

The Case For Lower U.S. Rates

By Barry Glassman, CFP®

AUG 20, 2019 | Whether through headlines online or in print, talking points on TV or gyrating tickers, you've likely been made aware of the recent volatility in global equity markets. But there's another prevalent piece of the equation being mostly overlooked: interest rates.

Barry Glassman on Scaling a $1 Billion RIA from Ground Up & the Secret to Creating an Award Winning Culture

JUL 31, 2017| Brad Johnson of Advisors Excel interviewed Barry for the Elite Advisor Blueprint podcast. They discuss everything from growing the firm, company culture, and the growth and direction of the financial industry.

Struggling to teach money management to your children?

JUL 20, 2017| Barry goes Facebook Live with Reuters Money to discuss teaching your children about money, and why it's important to start saving young.

I Checked The Math On The CEO Of Marriott And He's Right - Kind Of

By Barry Glassman, CFP®

JUL 20, 2017| Airbnb versus the hotel powerhouses. Who wins?

What Does A Financial Advisor Do?

By Barry Glassman, CFP®

February 8, 2017 | A good financial advisor is like a good mechanic: you likely will need one at some point in your life, it could save you a sizable chunk of money, and many people have no clue where to start when it comes to finding one.

When To Ignore Your Financial Advisor

By Lindsay Garland, CIMA®, CES

January 6, 2017 | There is a human element to every financial equation. In my years as a financial advisor, I’ve realized that, too often, financial advisors impose their own values on clients without taking the clients’ preferences, behaviors and emotions into account.

Stocks vs. bonds: Here's where you should be

By Barry Glassman, CFP®

December 28, 2016 | Are investors better off in stocks or bonds? Barry Glassman, Glassman Wealth Services, and Zaneilia Harris, Harris and Harris Wealth management.

Poll: 48% of Americans not invested in the market

By Barry Glassman, CFP®

December 22, 2016 | Barry Glassman, Glassman Wealth Services, and Graham Pierce, Beacon Pointe Advisors, discuss what investors should do if they missed out on the Trump rally.

Investment Opportunities in 2017

By Barry Glassman, CFP®

December 12, 2016 | At the 2016 Schwab Impact conference, financial advisors Jim Baird, Barry Glassman and Tom Stringfellow see opportunity for U.S. investors abroad in 2017.

Estate Planning Tip: Creditor Protection for IRAs & Beneficiaries

By Eric Dunner, J.D., CFP®

December 9, 2016 | Individual Retirement Accounts (IRAs) are great tax-deferred savings vehicles, but tax deferral isn’t the only benefit IRAs offer. One potential benefit is creditor protection in the event of a bankruptcy. But when you pass away, are your beneficiaries …

Tips for avoiding a surprise tax bill on capital gains

By Barry Glassman, CFP®

December 8, 2016 | Many investors don't realize some investments distribute capital gains ever year, which means you'll still have to pay up. The post Tips for avoiding a surprise tax bill on capital gains appeared first on WTOP.

Be very careful with the latest 'niche' investments

By Barry Glassman, CFP®

December 5, 2016 | Much like niche restaurants that come and go, niche investments come into and out of favor, as well. Just as everyone had to be the first to try out that new donut or cupcake shop on the corner, the new craze to hit the investment world is the narrowly-focused exchange-traded fund.

Five Of The Biggest Investment Mistakes To Avoid

By Lindsay Garland, CIMA®, CES™

December 5, 2016 | We’re all wired to think we’re making good decisions. Even if you aren’t sure where you’re going, your gut can provide valuable reassurance. But when it comes to investing, the best behavior is often the opposite of what your gut is telling…

The Secret Graph Your Financial Advisor Isn't Showing You

By Barry Glassman, CFP®

December 5, 2016 | As the old saying goes, a picture is worth a thousand words. But that actually might depend on the picture. For instance, if you were to take a snapshot of your financial portfolio, what would it look like? Most financial advisors…

Trump Wins

By Barry Glassman, CFP®

November 9, 2016 | Barry Glassman, president of Glassman Wealth Services, outlines what lies ahead on the financial landscape now that Donald Trump is president. [VIDEO]

IMPACT 2016 – 3 ways RIAs can take external communication to the next level

By Barry Glassman, CFP®

November 5, 2016 | Registered investment advisers need to stand out from the crowd and better define their businesses. Adviser Barry Glassman, president of Glassman Wealth Management, discusses how to amp up your website and your conversations with the media. ... [VIDEO]

Estimated Taxes Made Easy

By Barry Glassman, CFP®

November 3, 2016 | As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” And if you own your own business or earn income from a partnership, those taxes can be a bit more complicated…

10 Bizarre Economic Indictators that (might) predirect the future

By Barry Glassman, CFP®

November 3, 2016 | The top 10 “unusual” economic indicators that some superstitious market watchers have been using for years. The post 10 bizarre economic indicators that (might) predict the future appeared first on WTOP.

Avoiding Fear And Greed In Your Financial Planning

By Barry Glassman, CFP®

October 31, 2016 | I’ve had my fair share of interesting phone calls over the course of my more than 20-year career as a financial advisor. And two calls in particular stand out more than any other…

10 Offbeat Economic Indicators That (Might) Predict The Future

By Barry Glassman, CFP®

October 24, 2016 | Every quarter, the markets wait with bated breath to find out what the latest economic indicators–everything from the job report and consumer spending to GDP growth–tell us about where things are headed. But did you know that there is also a bevvy of, shall we say, “unusual” economic indicators…

6 Things Every Young Partner Should Do to Improve Their Finances

By Travis Russell, CFP®

October 12, 2016 | Being a younger partner at a law firm comes with great opportunity — but tremendous pressures as well. There are demands on your time, extraordinary expectations for your career, and impulses to spend more of your newly increased income on upgrades like a larger home or luxury car. A few simple guidelines ...

Best investment to make this fall

By Barry Glassman, CFP®

October 6, 2016 | One of the best financial investments you can make this fall is to spend a little bit of time and a little bit of money to meet with your accountant. The post Best investment to make this fall appeared first on WTOP.

Please Note: LimitationsNeither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GWS is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation data/criteria). Unless expressly indicated to the contrary, GWS did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of GWS by any of its clients.

ANY QUESTIONS: Glassman Wealth Services, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.