Posts Tagged ‘Barry Glassman’
Post Archive
What Do the New IRS Life Expectancy Tables Mean to You?
This article was originally published on Forbes on January 5, 2021. New Changes for IRA and 401(k) Owners Likely Overhyped It’s been almost two decades since the IRS updated the life expectancy tables that govern IRA distributions. These tables calculate your annual required minimum distribution (RMD), which is the rate at which retirees over…
Read MoreCOVID Changes Everything About Inflation Expectations
This article was originally published on Forbes on December 2, 2020. The US Government has been spending and printing a lot of money to help stabilize the economy during this tumultuous 2020. As such, several of my clients are once again raising their concerns about inflation. Most of these worried clients fit into a…
Read MoreThe Biden Trade Just Became Irrelevant
This article was originally published on Forbes on November 12, 2020. When a new president gets elected, and especially when it’s a close race that results in a change of party, the first few weeks post-election often show which sectors might excel under the new administration. Deemed by many investors the “Trump Trade” four…
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 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 MoreOur 2018 Review of the Best Financial Advisors in the DC/MD/VA Area
Occasionally we meet with potential clients and it’s just not the right fit. Perhaps our investment philosophies are not aligned, or they don’t meet our $2 million of investable assets minimum. Whatever the reason, Glassman Wealth isn’t right for everyone—and that’s okay! We want to make sure you find a skilled advisor who best fits…
Read MoreWhy You Should Build a Giving Portfolio – Today
This article was originally published on Forbes on January 26, 2018. Many of us spend countless hours analyzing every facet of our investment portfolios—including looking at past performance and future projections of what we hope to accomplish through our decisions to buy and sell assets. Forward-thinking parents even make the time to sit down with…
Read MoreOur 2016 Review of the Best Financial Advisors in the DC/MD/VA Area
Check out our updated 2018 list here! One of the core foundational principles of our firm is transparency, and I’ve previously written articles about how important transparency is in business and in life. (See Transparency Wins!) I mention this because in full transparency, there are times we meet with potential clients and it’s just not the right fit. Perhaps…
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