financial planning

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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Why You Should Build a Giving Portfolio – Today

This article was originally published on Forbes on January 26, 2018.   Many of us spend countless hours analyzing every facet of our investment portfolios—including looking at past performance and future…

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Perfect Portfolios: Barry Glassman’s “Smart Money” advice

Smart Money magazine is saying goodbye after 20 years and moving to an all- digital format.  Barry Glassman helped to usher in their new age with financial advice in their column Perfect Portfolios:  Your…

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Investment Advice Amid Europe’s Debt Disaster: Don’t Rely On Currency

It seems like when spring arrives, investors start hearing the same recurring stories about global finance and the economy. It’s like a scene out of Bill Murray’s movie Groundhog Day. Think…

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4 Ways Retirees Can Beat The Yield Drought

Barry Glassman spoke with Sharon Epperson on CNBC’s Power Lunch about strategies to overcome the Yield Drought, a phrase he coined for today’s low-yield environment.  In the interview, Barry points…

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What Are Investors Up To?

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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Advisers deluge investors with advice over debt crisis

Barry speaks with Lauren Young of Reuters about what the debt ceiling dilemma may mean to investors. Read more.          

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Step Right Up And Guess The S&P

For many strategists, it is never too early to start predicting the future. In this instance, the annual ritual of S&P price targets is already in full gear for 2011.…

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Is The Bond Tide Turning?

For the first time in nearly two years, fixed income mutual funds experienced a net outflow.  In the two weeks ending November 24th, bond funds recorded outflows of roughly $6…

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GWS Collaborative Planning Process Featured in Wall Street Journal

Barry Glassman has emphasized and practiced collaborative financial planning between his clients’ accountants, attorneys and other advisors long before this became the industry’s latest buzzword. Click Here to read more about…

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