Financial Advisor

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Glassman Wealth Selected by Financial Times 300

Financial Times Top 300 Financial Advisors

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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Personal Finance: When To Ignore Your Financial Advisor

Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on January 6, 2017. There is a human element to every financial equation. In my years as a financial advisor, I’ve realized that, too often, financial advisors impose their own values on clients without taking the clients’ preferences, behaviors and emotions into…

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The Fiduciary Rule and Why Donald Trump May Change How You Receive Retirement Advice

Department of Labor Fiduciary Rule on CNBC featuring Barry Glassman

Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary” starting April 2017.  Recently the fiduciary rule has made headlines yet again, this time due to Donald Trump’s executive order calling for an investigation into…

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What are those letters after my financial advisor’s name?

What do those financial advisor certifications mean?

You’ve surely noticed the letters and initials following your advisor’s name and wondered what all those financial advisor certifications mean. With over 100 designations to choose from, you might be asking yourself why you should care if your advisor is a CFP, CIMA, CFA, CPA, PFS, ChFC, CLU, CPWA, EA, AIF, or anything else.  To mock…

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Your Financial Advisor Should Work With Your Family

You might also be interested in: Recipe for a Great Wealth Management Firm When a couple signs on as a new client, who is considered the client? At Glassman Wealth Services we have the philosophy that the parents and children of our clients are also our clients. Working with the entire family makes financial sense for…

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