The Glassman Wealth Blog

Why is this here? These are things we've discussed with our clients that are important to them. We want to share these topics with other clients and with the world.

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Barry Glassman named FPA 2018 Planner of the Year

By Glassman Wealth Services | September 4, 2018

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…

What We’re Reading: Not Impossible by Mick Ebeling

By Glassman Wealth Services | August 30, 2018

Oftentimes the biggest obstacle between an individual and their success isn’t an outside factor or influence. The overwhelming scope of a goal can make many people hesitate, and that self-doubt might prevent a project from ever taking off. Success might seem impossible, and people balk at that fear of failure. Mick Ebeling proves what can…

Are Financial Advisors Worth the Cost?

By Colin Gerrety, CIMA® | August 28, 2018

It’s now possible to invest for basically nothing. On one side of the cost spectrum are firms like Vanguard and Betterment, who are commoditizing low-cost investing. On the other side are the old-school brokers, potentially selling expensive investment and insurance products to clients. Somewhere in the middle of the cost spectrum is the comprehensive, fiduciary…

Client Advisor Candace Lee Earns Designation of Enrolled Agent

By Glassman Wealth Services | August 17, 2018

We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. While the hard work and…