Is Your Broker Changing Firms? Should You Stay, Or Should You Go?

You’ve been working with a broker for years, and built up a great relationship, and one day they announce that they’ve left their firm in pursuit of greener pastures. So…

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Asset Allocation Versus Asset Location?

When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors…

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Why Should You Care If Your Advisor Is A Fiduciary?

The Fiduciary Standard requires advisors to put their clients’ interests above their own. But what does that really mean?  Barry discusses the Fiduciary Standard with Sharon Epperson of CNBC. [expand…

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