Posts Tagged ‘wealth management’
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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 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…
Read MoreFinancial Planners’ Assumptions As Varied As Their Advice
Recently, I was fortunate enough to lead a panel discussion of several prominent financial advisors at a meeting attended by 150 financial planners in the greater Washington, D.C. area. The topic – What assumptions do we make when helping clients plan for the future and are they still valid? The discussion was, at times both…
Read MoreGWS Named to AdvisorOne 2011 Top Wealth Manager List
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…
Read MoreStep Right Up And Guess The S&P
For many strategists, it is never too early to start predicting the future. In this instance, the annual ritual of S&P price targets is already in full gear for 2011. Equity strategists are actually doing quite well for 2010, with the markets only a few points away from the year end price target that was…
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