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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Conventional wisdom says that if you want to get the most out of your investment portfolio, it’s best to leave it alone on a daily basis. Why? If you follow the ups and downs every day, you’re just reacting to the noise. While it is generally good advice for most investors, as financial advisors, we take a…

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Letter to clients from Barry Glassman, CFP®, President By now, I’m sure you’re familiar with Greg Smith of Goldman Sachs who launched himself and his firm into the international spotlight by publishing his “resignation letter” in last week’s New York Times Op-ed. His scathing article about the dubious business and sales practices at Goldman Sachs…

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Glassman Wealth Services moved to the #6 spot from #38 on Investment News’ Top 50 Fee-Only Emerging Firms list. From the end of the first quarter last year to this year, GWS has increased assets under management by over 31%. “As a fee-only firm, we are fiduciaries which means that we put our clients’ interests…

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