Posts by Julia Skinner

Post Archive

Glassman Wealth Named Inc. Best Workplace 2018

The driving force behind Glassman Wealth is a shared passion for enriching the lives of our clients. But this passion goes beyond that, and we strive to do the same for our employees. We have built a culture of curiosity, with an environment that challenges our team to explore possibilities and grow purposefully. We are…

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Barry Glassman featured on the Financial Advisor Success Podcast with Michael Kitces

We are thrilled that Barry was recently featured on Michael Kitces’s Podcast for the 69th episode of Financial Advisor Success. Kitces’s blog, Nerd’s Eye View, is dedicated to advancing knowledge in Financial Planning, and is an incredible resource for both advisors and clients alike. Kitces himself has extensive education and experience in the financial planning…

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Wellness at Glassman Wealth

It has been almost seven months since we began the Glassman Wealth Wellness Initiative. We have had a variety of seminars and experiences, including a wellness challenge for our more competitive team members, an acupuncturist for those of us who are not needle-shy, and a one-on-one coaching sessions with Jen Wood, a certified Health &…

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Social Media Mistakes While Traveling

You may not know it, but you’re telling the world you’re not home Are you the kind of person to make sure there’s a light or two on while you’re away for a week? Maybe you even have a timer or the technology to switch it on and off. If that’s the case, why do…

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Will Your Travel Insurance Actually Cover You?

You’ve got some exciting things planned for you next vacation. You’re going ziplining, the kids are going bungee jumping, and you’re all looking forward to riding horses along the beach. Of course you’ve purchased travel insurance; you like to have fun but you aren’t one to take dumb risks. But those very activities you are…

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Giving Back: Are Your Charity Dollars Going To Waste?

Giving back to the community is an important priority for many clients, and is a big part of what we do at Glassman Wealth. When you’re donating to a charity whether it is your local church, community center, or to a cause that could change the world like cancer research, your charitable giving can make a…

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