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Glassman Wealth Services is proud to receive the 2013 Workplace Excellence Seal of Approval Award from the Alliance For Workplace Excellence. For the past 14 years, AWE has honored companies that promote the highest levels of professional fulfillment and personal wellness at work, home and in the community. All award applicants undergo a rigorous assessment process led…

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Despite one of the sharpest rallies in US equities in recent memory, emerging market equities have been left curiously behind in 2013.  Through last Friday, the market segment was down 1.0%, compared to an S&P 500 index that was up 10.0%.  This seems to violate the regime that investors have gotten used to over the…

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Why should advisory firms take the time for strategic planning?  A good reason is when that process is simplified, making the strategic planning process more approachable and immediately applicable. Barry Glassman and his team at Glassman Wealth Services took part in Schwab Adviser Services’ Insights To Action strategic planning process.  Then, Barry and three other advisors sat down…

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January 1 is months away, yet I’m already tired of the Y2K-like headlines and sound bites warning investors to sell out of dividend paying stocks prior to their supposed implosion when the impending fiscal cliff may become a reality. This sense of doom is driven by the fear that dividends will become taxable at much…

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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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