Post Archive

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…

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Why 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…

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