wealth management

It’s Time to Earn More Interest on Your Cash

I have a confession to make. Every time I look at my bank statement, I feel cheated. Remember being taught about compound interest and savings as a child? Put some…

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Our 2022 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 wealth management philosophies are not aligned, or after establishing a net worth statement they don’t…

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The Biden Trade Just Became Irrelevant

This article was originally published on Forbes on November 12, 2020.   When a new president gets elected, and especially when it’s a close race that results in a change…

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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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Glassman Wealth Wins Best Place to Work Trifecta

One of the things that we are most proud of at Glassman Wealth is the way we are able to enrich peoples’ lives. And not just the lives of our…

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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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Do Nothing Congress

Conventional wisdom would support the notion that the division of power between Congress and the White House should be healthy for the nation’s economic environment. However, the idea that our…

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2nd Home Mortgage Deductibility – Which States Will Feel the Loss?

If congress ever comes to a consensus on debt reduction, or even a revamp of the tax code, there are some deductions that are likely to disappear; and right after…

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Financial Planners’ Assumptions As Varied As Their Advice

Recently, I was fortunate enough to lead a panel discussion of several prominent financial advisors at a meeting attended by 150 financial planners in the greater Washington, D.C. area. The…

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Top Wealth Managers – Advisor One

GWS Named to AdvisorOne 2011 Top Wealth Manager List

2011 Top Wealth Managers: State of the Industry By Philip Palaveev and Jonathan McQuaid (excerpt) Defining Excellence is a difficult thing to do. It comes in many forms and is…

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