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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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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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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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What we learned from David Rubenstein

Every now and then, we get the chance to speak to a global influencer with his or her finger on the pulse of businesses and economies around the world. Barry Glassman interviewed David Rubenstein for the third time earlier this summer at an event hosted by BisNow. David is a billionaire, philanthropist, DC resident, and co-founder…

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How to read your credit report

Credit Score (photo credit: Creative Commons www.cafecredit.com)

Many financial websites and professionals recommend checking your credit report every year as one of the best ways to live a healthy financial life, yet no one tells you what to look for. It’s like asking for a blood test without knowing how to interpret the results. You know it’s a good idea to check, but…

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IRS tax scams, phishing, and how to protect yourself

You just returned from a busy day at the office, when you receive a threatening voicemail.  Your caller ID says it’s the IRS, and someone filed a fake tax return on your behalf, wanting to claim your refund. They ask you to call back with your Social Security number to verify your identity before discussing…

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