Posts Tagged ‘Glassman Wealth Services Northern Virginia financial advisory firm’
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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 MoreWhat Zappos Taught Us About Creating the Ultimate Client Experience
Experience, they say, is the greatest teacher. So when the Glassman Wealth Services’ team gathered to talk about how we could improve our own clients’ experience, I wanted them to have an excellent example fresh in their minds. Read Barry’s Forbes.com article to learn How to Deliver a Wow Experience.
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 MoreGlassman Wealth Services Named to Top RIA Ranking
Glassman Wealth Services was ranked as one of the top Registered Investment Advisory firms nationally again this year by Financial Advisor magazine. Read the complete story.
Read MoreDebt Crisis – Japan
Anytime you have to redraw or resize a chart to accommodate one piece of data – a severe outlier, if you will – you have to talk about it. Since it likely means something is amiss, you ignore it at your own peril. It begs the question, then, as to why the media, economists and…
Read MoreWill Consumers Power our Economic Engine in 2012?
Consumers are an integral cog in the American economic engine, but since the financial crisis hit its crescendo, consumers have been under high attack. By most traditional measures, the economy is larger today than any time in our history, but it is hard to argue that consumers are feeling the benefits of that expansion. That…
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 MoreOur View of LPL’s Acquisition of Fortigent
Fortigent, the independent investment, research and financial reporting firm we have partnered with since our inception announced this morning that they are being acquired by LPL Financial. LPL is purchasing 100% of the company from the current owners, Lydian Trust, Affiliated Managers Group and Fortigent management. During a call with a Fortigent managing director, Barry…
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