Posts Tagged ‘Glassman Wealth Services’
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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 You Can Expect from Your Initial Meeting with Glassman Wealth
It’s About YOU: Let’s start with the most important thing first. When you come into a meeting, you’ll know right away that it’s about you. Expect to hear questions or statements like: What do you think is important that we cover today? What are you looking to get out of a financial advisory relationship? What…
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 MoreGlassman Wealth Wins Best Place to Work Trifecta
One of the things that we are most proud of at Glassman Wealth is the way we are able to enrich peoples’ lives. And not just the lives of our clients, but our employees as well. So although it was a huge honor, it came as no surprise when we were named one of the…
Read MoreGlassman Wealth Services Chosen for The Financial Times Top Financial Advisor List
The Financial Times, that distinctive pink newspaper in existence since 1888, released their list of Top Financial Advisers for 2014, and Glassman Wealth Services was one of just 10 Registered Investment Advisory firms in Virginia to receive this honor and among only 25 firms chosen from the DC metro area. What makes this announcement different…
Read MoreWhy Should You Care If Your Advisor Is A Fiduciary?
The Fiduciary Standard requires advisors to put their clients’ interests above their own. But what does that really mean? Barry discusses the Fiduciary Standard with Sharon Epperson of CNBC.
Read MoreBarry Glassman “Top Vote Getter” in Washingtonian’s Top Financial Advisor List
Washingtonian magazine put together the list of the top financial experts in the Washington area by surveying hundreds of area financial professionals, asking them: “Whom would you trust with your own money?” Barry Glassman, once again, was the survey’s “top vote-getter” for financial planning.
Read MoreCurrency’s Impact on Your Portfolio: 5 Things You Need to Know Now
For almost a decade, there has been a factor that has helped boost the returns for many investors. During the past 20 years, investors have steadily increased their exposure to this factor, so that on average, more than 20% of the equity portion of all retirement accounts could be affected. Recently, though, this trend has…
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