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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Is Your Broker Changing Firms? Should You Stay, Or Should You Go?

By Glassman Wealth Services | October 17, 2018

You’ve been working with a broker for years, and built up a great relationship, and one day they announce that they’ve left their firm in pursuit of greener pastures. So what now? Do you keep your assets at the original firm, where they’ve been for years, or do you follow the individual you’ve been working…

Asset Allocation Versus Asset Location?

By Glassman Wealth Services | October 3, 2018

When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments. Read more about asset location vs asset allocation on CNBC.

How To Avoid One Of The Most Common Estate Planning Mistakes

By Barry Glassman, CFP® | September 10, 2018

This article was originally published on Forbes on September 9th, 2018.   There’s a mistake families at every level of wealth often make when they go through their estate planning process, and decide how to allocate money to their heirs and to charity. An extremely common practice is to list charities as part of a will,…

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…