There's more than one way to define Bonds
There's more than one way to define Bonds


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 and Financial Planning magazine, Barry Glassman is part of an elite Digital Financial Advisor Council for CNBC.

Our insights on investing, retirement and financial planning can also be found in:

  • WTOP
  • The Washington Post
  • The Washington Business Journal
  • CNBC
  • Forbes
  • Business Week
  • USA Today
  • Kiplinger’s Personal Finance
  • Bloomberg

Glassman Profiled in the News


Make Outsourcing a Competitive Advantage

By Barry Glassman

“We believe our most productive time is spent deciphering the world of wealth management, financial planning and investment strategies, and applying them to the families we serve. For us, outsourced experts allow us to spend more time on these most valuable activities.”


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.

WTOP interview – The Best Practices for a Healthy Financial Life: Raising Financially Smart Kids.
5/22/14. Give your children and grandchildren a lifelong gift that will always hold its value – teach them to be financially savvy.

WTOP interview – The Best Practices for a Healthy Financial Life: Sharing Your Risk.
5/22/14. Learn what types of insurance and how much coverage you should consider to protect your family and future savings.

WTOP interview – The Best Practices for a Healthy Financial Life: Creating Your Financial Plan.
5/22/14. Barry Glassman explains What you can do to set and attain your financial goals.

WTOP interview – The Best Practices for a Healthy Financial Life: Getting Started.
5/22/14. Barry Glassman explains how “hiring yourself” for a day will help you learn what you need to know to be financially fit.

WTOP interview – 4 Costly Reasons You Shouldn’t ‘Set-and-Forget’ Your 401(k).
5/22/14. Learn the most common mistakes that people make in their 401(k) or retirement accounts.

WTOP interview – The Best Investment Strategies for Baby Boomers Today
4/21/14. Barry explains the “Stuff in Between” investment options that baby boomers and retirees should consider today.

WTOP interview – How Millennials Can Create Financial Freedom
4/14/2014. Barry talks about the unique challenges millennials face and 5 steps they can take to cut debt and save more.


CNBC Power Lunch
4/19/2011. Barry discusses why the Fiduciary Standard should be important to investors with Sharon Epperson.
CNBC Squawk Box
Barry talks about the impact of the 2010 Mid-Term elections on the economy and investor finances with Congressman Paul Ryan and Greg Valliere, Chief Political Strategist for the Potomac Research Group. (Provide an icon of the video and have it open in a window on the Media page.

CNBC_Street Signs 11-9-4

CNBC Street Signs- Investing At All Ages

“Millennials have an advantage over how their parents and grandparents managed their money. They now have the technology to help them track spending, set goals and save more,” Barry Glassman told CNBC’s Brian Sullivan, host of CNBC’s Street Signs at the Schwab Impact conference in Denver, Co. November 5, 2014


How to Retire with Millions

“Most millionaires are able to accumulate their wealth because they didn’t spend it. That’s who our clients are,” Barry Glassman told CNBC’s Sharon Epperson.

The Retiree Game Plan to Counter Higher Interest Rates

Many investors, especially retirees, have portfolios that look like barbells with stocks on one end and bonds/cash on the other. Balanced? Perhaps, but there are other strategies that we like to call, “The Stuff in Between”. Barry discusses which strategies investors should consider.

CNBC Power Lunch
4/19/2011. Barry discusses why the Fiduciary Standard should be important to investors with Sharon Epperson.

CNBC Power Lunch interview
March 15, 2011. Sharon Epperson, CNBC personal finance reporter and award-winning journalist shares Barry’s advice about protecting your retirement during the recent market volatility.

CNBC Squawk Box interview
December 17, 2010. Barry talks about the silver lining for retirees and conservative investors in rising interest rates.

barry-glassman-maria-bartiromoMaria Bartiromo
Barry Glassman pictured with Maria Bartiromo, CNBC anchor of “The Closing Bell with Maria Bartiromo” at the Schwab Impact conference. While there, Barry was also interviewed by CNBC Senior Producer, Lori Ann LaRocco to discuss QE2 and its affect on the housing crisis.

CNBC Power Lunch
Barry discusses the issues with transferring wealth from one generation to the next with Sharon Epperson.


After three years, Advisors await Dodd-Frank
Barry Glassman weighs in on the Dodd-Frank Act and what it will mean to RIA firms.

Advisors on SOTU: Not enough ‘meat and potatoes’
“President Obama did not offer any significant proposals to address the deficit, taxes, or entitlement spending,” said Glassman. He went on to say that there was nothing in the speech that would change the way they invest or advise clients.

D.C. attracts intellectual, financial capital
Washington is full of high achievers, especially in the government sector. Barry Glassman weighs in on whether the fiscal cliff and sequestration will have an effect on our region and the advisors who work with them.

Wills call for pros, estate attorneys say
“Isn’t it worth the cost for professional documents to make sure your wishes are followed upon your passing,” asks Glassman of clients he meets who come in with estate documents that they or their commercial-litigator brother prepared.

Investment News Top Emerging Fee-Only Firm
Glassman Wealth Services names as one of the top emerging fee-only firms nationally

Forget Europe, Japan is the global economy’s elephant in the room
By Barry Glassman – 12/13/2011
Creating an eye-popping infographic, Barry explains why Japan’s immense debt could be the next global crisis.

Who loses if second home mortgages are no longer deductible?
By Barry Glassman – 10/25/2011
Which states could feel the greatest impact? See our state-by-state infographic to find out.

Other Media Highlights


Think Like a Start Up
Our firm manages over $675 million in assets – yet we still deliberately try to think like a start up, and we think this is the key to the firm’s success. Barry Glassman, CFP®


How a Government Shutdown Will Impact Advisors
“Periodic, one-day furloughs are not changing clients’ retirement plans. But those who work for government contractors, or earn commission selling to the government have seen their incomes plummet and their jobs at risk.” Barry Glassman, CFP®


Identity-Theft Monitoring Programs Worth a Look
Barry Glassman recommends identity-theft services to clients because ‘everyone from your employer to your gym,’ keeps your personal data on file.


5 Big 529 Plan Pitfalls to Avoid
By Jessica Ness – 9/27/2013
Jessica Ness, CFP® and Director of Financial Planning advices other advisors about how to avoid mistakes when helping their clients with 529 plans.


The doomsday portfolio: How to invest for default
Jessica Ness, CFP® and Director of Financial Planning discusses how to invest in a worst-case scenario.


Behind the Scenes of the Fiduciary Standards Debate
By Barry Glassman – 6/12/13
After his meeting with Congressional leaders, Scott Garret, Chairman of the House Financial Services Subcommittee on Capital Markets , Jeb Hensarling, Chairman of the House Financial Services Committee; and Senator Mike Crapo, the Senate Banking Committee’s top-ranking Republican and a senior member of the Senate Finance Committee, Barry talks about why upholding the current Fiduciary Standard continues to be in the best interest of investors.


Advisers to furloughed workers: Take a deep breath, stay calm
“The big conversation with clients revolves around the basics: ‘This is what your rainy-day fund is for,’ Ms. Ness said. “It’s what we do – hand-hold during these short-term bumps and jumps, and return their perspective to the long-term view.”