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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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  …

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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…

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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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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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