Barry Glassman, CFP®
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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With an increase in remote work, business owners and their employees are taking the opportunity to relocate across state lines. But whether for work or retirement, what are the possible…
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Can you imagine getting back to normal post-Covid life? As we finish our first full week of 2021, there’s renewed hope that over the coming months we will find ourselves…
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This article was originally published on Forbes on January 5, 2021. New Changes for IRA and 401(k) Owners Likely Overhyped It’s been almost two decades since the IRS updated…
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