Barry Glassman, CFP®
Why Consider a Donor-Advised Fund to Maximize Charitable Donations and Tax Deductions Want to make the most out of your charitable donations and maximize your tax deductions? Below are four…
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Estate planning can feel overwhelming. But a revocable trust might be the first advanced step in your overall plan. At Glassman Wealth Services, we frequently collaborate with our clients’ legal…
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Earlier this year, Glassman Wealth quietly surpassed $2 billion in assets under management (AUM), and honestly, I hesitated to share the news. After all, how does hitting an AUM milestone…
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Are you in search of a financial advisor who genuinely has your best interests at heart? Like most people, you likely prefer an advisor who prioritizes your needs above their…
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As someone who is always on the lookout for innovative strategies and solutions and fascinated by the latest gizmos and gadgets, I felt compelled to make my latest video and…
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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…
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If there’s one thing all investors and advisors can agree on, it’s that we’re experiencing some serious stock market volatility. In mid-May, the S&P 500 briefly dipped into a 20%…
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CNN’s Fear & Greed Index is a tool I’ve been referencing for years. There’s now a Crypto Fear & Greed Index that I also find interesting–somewhat similar, somewhat different from…
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Do you feel like 2021 has been unlike almost any other time in the history of the stock market? Well, you’re right. I invite you to check out my video…
Read MoreI started producing videos to educate people on money matters, taxes, and what’s going on in the economy—complex topics paired down to digestible nuggets. And after uploading them to social…
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