Posts by Glassman Wealth Services
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Asset Allocation Versus Asset Location?
When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments. Read more about asset location vs asset allocation on CNBC.
Read MoreBarry Glassman named FPA 2018 Planner of the Year
We are thrilled that Barry Glassman has been named the 2018 Planner of the Year by the Financial Planning Association of the National Capital Area. Two of the major criteria for this award are Community/Charitable work, and Innovative Financial planning techniques/practice management; two things that not only Barry but the entire firm here at Glassman…
Read MoreWhat We’re Reading: Not Impossible by Mick Ebeling
Oftentimes the biggest obstacle between an individual and their success isn’t an outside factor or influence. The overwhelming scope of a goal can make many people hesitate, and that self-doubt might prevent a project from ever taking off. Success might seem impossible, and people balk at that fear of failure. Mick Ebeling proves what can…
Read MoreClient Advisor Candace Lee Earns Designation of Enrolled Agent
We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. While the hard work and…
Read MoreGlassman Wealth Recognized as AdvisoryHQ 2018 Top Wealth Management Firm
We are excited to announce that we have been recognized by AdvisoryHQ as one of the 2018 “10 Best Financial Advisors in D.C., Maryland, & Virginia (Tri-State)”. We are honored that our commitment to providing exceptional service to clients has received this recognition. Our passion for educating clients and enriching their lives drives us to work…
Read MoreBarry Glassman featured on the Daily Grind Podcast
We are thrilled that Barry is featured on Colin Morgan’s The Daily Grind podcast. Colin’s goal with this podcast is to inspire the next great entrepreneur by interviewing successful business owners. In this interview, Barry explains how he initially succeeded Forest Gump-style, how he finds new talent for the team, and what drives client experience…
Read MoreGlassman Wealth Wins Best Place to Work Trifecta
One of the things that we are most proud of at Glassman Wealth is the way we are able to enrich peoples’ lives. And not just the lives of our clients, but our employees as well. So although it was a huge honor, it came as no surprise when we were named one of the…
Read MoreGlassman Wealth Selected by Financial Times 300
Glassman Wealth is honored to announce that we have been named to the Financial Times 300 Top Registered Investment Advisors. This is the fourth year in a row that we have been selected for the FT 300, and we join an impressive list of firms that all hold exceptional resumes and decades of experience. Being recognized…
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