Posts by Barry Glassman, CFP®
Post Archive
How To Avoid One Of The Most Common Estate Planning Mistakes
This article was originally published on Forbes on September 9th, 2018. There’s a mistake families at every level of wealth often make when they go through their estate planning process, and decide how to allocate money to their heirs and to charity. An extremely common practice is to list charities as part of a will,…
Read MoreStop Giving Free Loans: Why You Need To Review Your W-4
This article was originally published on Forbes on June 17th, 2018. If you receive an employee paycheck from your company—physical or direct deposit—you might be wondering how your company magically knows how much tax to withhold. Here’s a secret—they are guessing (estimating, really), and you might need to double check to make sure they’re right.…
Read MoreStop Sabotaging Your Portfolio
This article was originally published on Forbes on June 5th, 2018. When it comes to their portfolio, investors might just be their own worst enemy. Of course they’re not intentionally sabotaging their success, but the evidence shows it’s still happening. In 2017, the stock markets seemed indestructible, and many investors felt that way as money…
Read MoreWhy You Need To Give Your Employees A Day Off – To Think
This article was originally published on Forbes on May 1st, 2018. For companies looking to enhance engagement and improve employee culture, you need to consider implementing mandatory Thinking Days. It’s simple, easy, and low cost, but carries enormous benefits. Glassman Wealth Services first implemented “Thinking Days” more than six years ago (and wrote about it for Forbes back…
Read More2018 Best Apps and Tools for Small Businesses: Best in Class
This article was originally published on Forbes on April 22nd, 2018. As the President of Glassman Wealth, it’s crucial that I am able to tackle challenges, all while managing people, tasks, and finances. These are my go-to resources for making that possible. The apps and websites listed below have added immense value to our firm…
Read MoreThe Gamble In Your Portfolio That You Might Not Know About
This article was originally published on Forbes on April 19th, 2018. What if there was a bet in your portfolio that you had no idea you were making? You may believe that your foreign stocks are doing well, but those high returns might be from something else. There may be another exposure unbeknownst to you…
Read MoreThe Most Confused Identity In Your Portfolio: High Yield Bonds
This article was originally published on Forbes on March 13, 2018. High yield bonds, also known as “junk” bonds, have always had an identity crisis. They show up in our portfolio reviews under the category of “bonds”, but in reality, they move more closely with the stock market than the bond market. They’re an investment…
Read MoreYour Brokerage Statements Suck
This article was originally published on Forbes on March 8, 2018. Your brokerage statements? They’re awful. Families are misinterpreting the information on their brokerage statements, and they are not being given the information they need to feel confident, comfortable, and well-informed when it comes to making financial decisions. If you own any investments with a…
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