Culture

Post Archive

Barry 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…

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Client 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…

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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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Why 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…

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