Post Archive

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…

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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…

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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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We have been talking about interest rates with our clients at Glassman Wealth Services for years now, as historically low rates have retirees and those who rely on income from their portfolios yearning for yield. So the expectation of higher interest rates for many investors like our clients is not a bad thing since rising…

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