Posts Tagged ‘financial planning’
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Barry 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 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 MorePerfect Portfolios: Barry Glassman’s “Smart Money” advice
Smart Money magazine is saying goodbye after 20 years and moving to an all- digital format. Barry Glassman helped to usher in their new age with financial advice in their column Perfect Portfolios: Your Next Move in This Market. Below is the excerpt from his interview with Jonnelle Marte. 35-Year-Old Couple with a Young Child Asset Allocation: 55% Stocks 20% Bonds …
Read MoreInvestment Advice Amid Europe’s Debt Disaster: Don’t Rely On Currency
It seems like when spring arrives, investors start hearing the same recurring stories about global finance and the economy. It’s like a scene out of Bill Murray’s movie Groundhog Day. Think about it: First, in 2008, it was Bear Stearns’ failure coupled with the looming issues surrounding the other U.S. investment banks. Then, in 2009 and…
Read More4 Ways Retirees Can Beat The Yield Drought
Barry Glassman spoke with Sharon Epperson on CNBC’s Power Lunch about strategies to overcome the Yield Drought, a phrase he coined for today’s low-yield environment. In the interview, Barry points out 4 things retirees and investors can do now to potentially improve their investment income. Click here to see the interview. Our research paper, “The Yield…
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…
Read MoreAdvisers deluge investors with advice over debt crisis
Barry speaks with Lauren Young of Reuters about what the debt ceiling dilemma may mean to investors. Read more.
Read MoreStep Right Up And Guess The S&P
For many strategists, it is never too early to start predicting the future. In this instance, the annual ritual of S&P price targets is already in full gear for 2011. Equity strategists are actually doing quite well for 2010, with the markets only a few points away from the year end price target that was…
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