Post Archive

This article was originally published on Forbes on November 12, 2020.   When a new president gets elected, and especially when it’s a close race that results in a change of party, the first few weeks post-election often show which sectors might excel under the new administration. Deemed by many investors the “Trump Trade” four…

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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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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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Conventional wisdom would support the notion that the division of power between Congress and the White House should be healthy for the nation’s economic environment. However, the idea that our political leaders will find a place of compromise has not been borne out by events such as the recent debt ceiling debate.  For Congress, the…

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2011 Top Wealth Managers: State of the Industry By Philip Palaveev and Jonathan McQuaid (excerpt) Defining Excellence is a difficult thing to do. It comes in many forms and is achieved in different ways. It cannot be tied to a single tangible standard such as assets under management, profitability or efficiency. As the top wealth…

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