financial advisor
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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Barry recently met with Julie Cooling, Founder & CEO of the RIA Channel to discuss Glassman Wealth, and our One Client Approach. Click the picture below to watch the full…
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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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It’s now possible to invest for basically nothing. On one side of the cost spectrum are firms like Vanguard and Betterment, who are commoditizing low-cost investing. On the other side…
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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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It’s About YOU: Let’s start with the most important thing first. When you come into a meeting, you’ll know right away that it’s about you. Expect to hear questions or…
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“My crystal ball is in the shop.” That’s how I usually answer the impossible question of where things are headed in the markets over the coming days, weeks, and years.…
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Conventional wisdom says that if you want to get the most out of your investment portfolio, it’s best to leave it alone on a daily basis. Why? If you follow…
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Individual investors continue to move out of stock and stock funds and are now heavily underweight equities in favor of bonds according to the American Association of Individual Investors. Allocations…
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