Posts Tagged ‘wealth management’
Post Archive
It’s Time to Earn More Interest on Your Cash
I have a confession to make. Every time I look at my bank statement, I feel cheated. Remember being taught about compound interest and savings as a child? Put some money in the bank, earn interest, and the money grows. Well, that stopped happening around the time of the 2008 Great Recession when interest rates…
Read MoreOur 2022 Review of the Best Financial Advisors in the DC/MD/VA Area
Occasionally we meet with potential clients and it’s just not the right fit. Perhaps our wealth management philosophies are not aligned, or after establishing a net worth statement they don’t meet our $2 million of investable assets minimum. There are many types of financial advisors, Glassman Wealth isn’t right for everyone—and that’s okay! We’re committed…
Read MoreThe Biden Trade Just Became Irrelevant
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…
Read MoreBarry 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 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 More4 Ways Retirees Can Beat The Yield Drought
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…
Read MoreDo Nothing Congress
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…
Read More2nd Home Mortgage Deductibility – Which States Will Feel the Loss?
If congress ever comes to a consensus on debt reduction, or even a revamp of the tax code, there are some deductions that are likely to disappear; and right after the deduction for private jets, is the mortgage deduction for second homes. Congress left the deduction of mortgage interest unscathed back in 1986 when they…
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