Financial Advisor

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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Are Financial Advisors Worth the Cost?

It’s now possible to invest for basically nothing. On one side of the cost spectrum are firms like Vanguard and Betterment, who are commoditizing low-cost investing. On the other side are the old-school brokers, potentially selling expensive investment and insurance products to clients. Somewhere in the middle of the cost spectrum is the comprehensive, fiduciary…

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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…

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