Barry Glassman, CFP®
With Donald Trump re-elected as the 47th President of the United States, investors are closely examining how his policies could impact the economy and their portfolios. Early responses in global…
Read MoreWhen it comes to investing, political narratives can be enticing. It seems straightforward: align your portfolio with the policies of the incoming administration, and you’ll be well-positioned to capitalize on…
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Want to make the most out of your charitable donations and maximize your tax deductions? Below are four reasons a donor-advised fund (DAF) might be your new best friend and…
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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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