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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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…

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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…

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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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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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