News

Glassman Wealth Tackles the Midterms

Wondering how the upcoming midterm elections might impact your portfolio? Glassman Wealth recently hosted a conversation with Greg Valliere, a political analyst and Chief U.S. Policy Strategist at AGF Investments.…

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6 Most Important Points to Consider Before Rolling your 401k to an IRA

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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Big Tech May Be Under Attack- Can They Keep Their Scale, And Use It For Good?

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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Barry Glassman Interviewed on Federal News Radio

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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Barry Glassman named FPA 2018 Planner of the Year

Barry Glassman named FPA 2018 Planner of the Year

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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Client Advisor Candace Lee Earns Designation of Enrolled Agent

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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Barry Glassman featured on the Financial Advisor Success Podcast with Michael Kitces

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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Glassman Wealth Recognized as AdvisoryHQ 2018 Top Wealth Management Firm

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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Our 2018 Review of the Best Financial Advisors in the DC/MD/VA Area

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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NewsBash for Breast Cancer

Open Letter to the Newswomen of NewsBash 2018

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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