News
Gone are the days that someone joins a company out of college, grows with the same employer throughout their career, and then retires off into the sunset with a nice…
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This article was originally published on Forbes on June 6th, 2019. Facebook’s ad business is under attack on several fronts: starting with privacy concerns which led to congressional testimony…
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Wondering what on earth is going on with the economy, market, and taxes? Barry Glassman was interviewed by Jonathan Aberman on “What’s Working in Washington”, discussing Personal Finance and tax…
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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…
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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…
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We are thrilled that Barry was recently featured on Michael Kitces’s Podcast for the 69th episode of Financial Advisor Success. Kitces’s blog, Nerd’s Eye View, is dedicated to advancing knowledge…
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We are excited to announce that we have been recognized by AdvisoryHQ as one of the 2018 “10 Best Financial Advisors in D.C., Maryland, & Virginia (Tri-State)”. We are honored that…
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Occasionally we meet with potential clients and it’s just not the right fit. Perhaps our investment philosophies are not aligned, or they don’t meet our $2 million of investable assets…
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Open letter to the Newswomen who Bashed Breast Cancer last night: Bravo. What an exceptional event last night! Thanks to you, a sell-out crowd witnessed an emotional and inspirational evening;…
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We are thrilled that Barry is featured on Colin Morgan’s The Daily Grind podcast. Colin’s goal with this podcast is to inspire the next great entrepreneur by interviewing successful business…
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