Posts by Barry Glassman, CFP®

Post Archive

I Do Dumb Things When I Travel (And So Do You)

I love to travel. And I love to experience new and exciting things while traveling. The problem? I do dumb and sometimes dangerous things—and so do you. Do you jump out of planes often? Bungie jump? Go white water rafting? Do these tend to fit into your normal weekend schedule, right after picking up groceries…

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The Fiduciary Rule and Why Donald Trump May Change How You Receive Retirement Advice

Department of Labor Fiduciary Rule on CNBC featuring Barry Glassman

Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary” starting April 2017.  Recently the fiduciary rule has made headlines yet again, this time due to Donald Trump’s executive order calling for an investigation into…

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Tips for avoiding surprise taxes on capital gains

This article was originally published on WTOP on December 8, 2016. Nobody likes a surprises in their taxes, especially when it comes to their investments. Unfortunately, many investors don’t realize some investments distribute capital gains every year. Mutual funds are required to distribute substantially all net investment income to shareholders, and that can mean receiving unexpected…

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