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Glassman Wealth Tackles the Midterms
Wondering how the upcoming midterm elections might impact your portfolio? Glassman Wealth recently hosted a conversation with Greg Valliere, a political analyst and Chief U.S. Policy Strategist at AGF Investments. Greg is one of the leading experts at connecting the dots between what is going on in Washington and on Wall Street. Both the House…
Read More6 Most Important Points to Consider Before Rolling your 401k to an IRA
Gone are the days that someone joins a company out of college, grows with the same employer throughout their career, and then retires off into the sunset with a nice pension. Now, people move from job to job more frequently, and more often than not, they will have to rely on their own retirement savings…
Read MoreBig Tech May Be Under Attack- Can They Keep Their Scale, And Use It For Good?
This article was originally published on Forbes on June 6th, 2019. Facebook’s ad business is under attack on several fronts: starting with privacy concerns which led to congressional testimony by CEO Mark Zuckerberg, and coming to a head with the Washington Post breaking the story that the Justice department is looking into some of…
Read MoreBarry Glassman Interviewed on Federal News Radio
Wondering what on earth is going on with the economy, market, and taxes? Barry Glassman was interviewed by Jonathan Aberman on “What’s Working in Washington”, discussing Personal Finance and tax reform in 2018. Click below to listen! Personal finance and tax reform in 2018
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 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 MoreBarry 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…
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…
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