Posts Tagged ‘financial advisor’
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Barry Glassman meets with Julie Cooling of the RIA Channel
Barry recently met with Julie Cooling, Founder & CEO of the RIA Channel to discuss Glassman Wealth, and our One Client Approach. Click the picture below to watch the full interview.
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 MoreAre Financial Advisors Worth the Cost?
It’s now possible to invest for basically nothing. On one side of the cost spectrum are firms like Vanguard and Betterment, who are commoditizing low-cost investing. On the other side are the old-school brokers, potentially selling expensive investment and insurance products to clients. Somewhere in the middle of the cost spectrum is the comprehensive, fiduciary…
Read MoreBarry Glassman featured on the Financial Advisor Success Podcast with Michael Kitces
We are thrilled that Barry was recently featured on Michael Kitces’s Podcast for the 69th episode of Financial Advisor Success. Kitces’s blog, Nerd’s Eye View, is dedicated to advancing knowledge in Financial Planning, and is an incredible resource for both advisors and clients alike. Kitces himself has extensive education and experience in the financial planning…
Read MoreWhat You Can Expect from Your Initial Meeting with Glassman Wealth
It’s About YOU: Let’s start with the most important thing first. When you come into a meeting, you’ll know right away that it’s about you. Expect to hear questions or statements like: What do you think is important that we cover today? What are you looking to get out of a financial advisory relationship? What…
Read MoreNo Crystal Ball? 6 Ways to Prepare Your Portfolio for Unpredictable Times
“My crystal ball is in the shop.” That’s how I usually answer the impossible question of where things are headed in the markets over the coming days, weeks, and years. And I’ve been getting that question a lot recently as change seems to be the new normal. On an almost daily basis, we’re hit with…
Read MoreFour Reasons We Watch Our Investments Everyday
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…
Read MoreWhat Are Investors Up To?
Individual investors continue to move out of stock and stock funds and are now heavily underweight equities in favor of bonds according to the American Association of Individual Investors. Allocations to stock and stock funds fell 3.4% to 53.1%, while allocations to bonds and bond funds increased 2.3% to 21.3%. The remaining 1.1% found its…
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