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Is Your Broker Changing Firms? Should You Stay, Or Should You Go?
You’ve been working with a broker for years, and built up a great relationship, and one day they announce that they’ve left their firm in pursuit of greener pastures. So what now? Do you keep your assets at the original firm, where they’ve been for years, or do you follow the individual you’ve been working…
Read MoreAsset Allocation Versus Asset Location?
When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments. Read more about asset location vs asset allocation on CNBC.
Read MoreA Glimpse into Barry’s Mind: Brad Johnson from Advisors Excel interviews Barry about Glassman Wealth and its Culture
Barry had the opportunity to speak with Brad Johnson of Advisors Excel about Glassman Wealth, and how he has been able to create an incredible “recipe” to not only build his team, but to create an environment that has been celebrated and recognized as a “Best Place to Work”. Read more, and explore…
Read MoreWhat Does “President Trump” Mean For The Stock Market?
Election day is over, and the world after waiting with bated breath is starting to exhale. One of the biggest questions on everyone’s mind right now is what’s going to happen to the stock market and economy when Donald Trump is president? The short and honest answer is “who knows?” The longer answer requires some…
Read MoreMutual Fund and Exchange-Traded Fund (ETF) Fees: How to take advantage of reduced fees in your portfolio
This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Mutual Fund and Exchange-Traded Fund (ETF) fees have dropped over the past few years. How have you adjusted my portfolio to take advantage of this? One of…
Read MoreWho is better for the stock market, Trump or Clinton?
This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Who is better for the stock market, Trump or Clinton? Many investors would assume that a billionaire, businessman president would be great for the stock market. And…
Read MoreDepartment of Labor’s Fiduciary Rule: What does it mean for retirement accounts?
This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: The Department of Labor has new rules regarding advice for retirement accounts. How does this fiduciary rule affect my account (IRA, SEP, 401k), our relationship, and your business? The…
Read MoreHow the value of the dollar impacts investment portfolios
(This article has been updated as of 8/16/2018) This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: The dollar seems to drive so much, from the stock market to interest rates and oil prices. How am…
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