- Glassman Wealth Tackles Non-Obvious Thinking - April 27, 2023
- Glassman Wealth Tackles the Midterms - October 20, 2022
- To Combine… or Not to Combine Finances (Three Methods of What Might Be Right for You) - August 2, 2021
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 so closely with? Barry Glassman shares on CNBC that the first step is entirely your decision- and don’t let pressure of either side sway you.