Posts by Barry Glassman, CFP®
Post Archive
Stop 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…
Read MoreWhat Do Underwear Sales and Beer Consumption Have in Common?
This article was originally published on Forbes on February 28, 2018. There are some “official” economic indicators that many people put faith in. Everything from the job report, to GDP growth, to consumer spending give the public an idea of where the market is heading. However, beyond the more serious indicators, there are some unusual…
Read MoreOur 2018 Review of the Best Financial Advisors in the DC/MD/VA Area
Occasionally we meet with potential clients and it’s just not the right fit. Perhaps our investment philosophies are not aligned, or they don’t meet our $2 million of investable assets minimum. Whatever the reason, Glassman Wealth isn’t right for everyone—and that’s okay! We want to make sure you find a skilled advisor who best fits…
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