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NOVEMBER 7, 2024 | While the early reaction from global markets appear to anticipate “a business-friendly, pro-growth, low-regulation economy” under President Trump, Glassman said there are possible “unexpected effects” that should be considered by investors.

OCTOBER 30, 2024 | “Even though a certain presidential candidate gets in and has a certain bias or makes campaign promises, it doesn’t mean that the investments will follow,” Glassman said.

JULY 19, 2024 | With client expectations changing rather rapidly in today’s market, especially with the advent of tech and the influx of new, younger investors, keeping a human touch in an increasingly digital-led world is key for Glassman.

JULY 18, 2024 | If the tax cuts expire after 2025, muni bonds “become more attractive,” according to certified financial planner Barry Glassman, founder and president of Glassman Wealth Services in McLean, Virginia. He is also a member of CNBC’s Financial Advisor Council.

JULY 6, 2024 | It’s never too late to start saving more aggressively for long-term goals. In fact, Gen Xers are at the perfect age to do just that, says Barry Glassman, a certified financial planner and founder and president of Glassman Wealth Services.

APRIL 19, 2024 | “If people still retire in their 60s, it means the funding for retirement needs to go on for decades,” said Barry Glassman, a certified financial planner and founder of Glassman Wealth Services. “If retirement is going to last that long, then savings needs to last that long as well,” said Glassman, a member of CNBC’s Advisor Council.

APRIL 12, 2024 | Barry Glassman, founder and president of Glassman Wealth Services, likes cash because it has multiple purposes. “It is there for an emergency fund. It is there for spending, so if there is a market downturn, you don’t have to sell stocks at a low,” he said. “But also today the added benefit is that the risk/return is attractive and it is a diversifier.”

APRIL 4, 2024 | Planning for such a grim event isn’t fun — but it’s essential, said Barry Glassman, CFP, founder and president of Glassman Wealth Services. “I’m shocked by the number of well-to-do families with kids who have no will in place,” Glassman said.

APRIL 1, 2024 | When it comes to money mistakes, financial advisors see them all. One key theme, overspending, tends to crop up, whether it be on homes, a college education or even fine jewelry.

JANUARY 11, 2024 | “A balanced portfolio – however an investor defines their own correct balance – if they haven’t rebalanced, it’s likely far more heavily weighted toward stocks and far riskier than it has been in quite some time,” said Barry Glassman, CFP and founder of Glassman Wealth Services in North Bethesda, Maryland.

DECEMBER 15, 2023 | “The most attractive feature of an ETF is that most don’t distribute capital gains at the end of the year,” said certified financial planner Barry Glassman, founder and president of Glassman Wealth Services in McLean, Virginia. He is also a member of CNBC’s Financial Advisor Council.

SEPTEMBER 21, 2023 | How do high interest rates impact the consumer economy? They can cause a devastating snowball effect on consumers.

AUGUST 29, 2023 | Planning ahead for long-term care can reduce some of the financial strain of caring for a parent or relative. Experts say taking these five steps can help prevent burnout and financial stress for many family caregivers.

AUGUST 14, 2023 | While a soft landing may be good news for investors, there’s a risk of becoming ‘a bit complacent’ about market volatility.

JULY 5, 2023 | For more than three years, borrowers had relief from federal student loan payments, but the pandemic-related pause is ending in October.

MAY 19, 2023 | Parents might be shocked to realize that the money they put aside for their children’s college education may be at greater risk than they thought.

OCT 13, 2021 | Tech stocks are like Superman. Not a lot can stop them. But Superman had kryptonite—the substance that caused him to lose all power. And tech has a kryptonite of its own.

SEP 14, 2021 | It was spring 2021, and Apple Inc. had a problem. Revenue hit an all-time high, there was double-digit growth, sales and earnings were up. What exactly was the problem, then? Apple had too much money.

JAN 5, 2021 | New Changes for IRA and 401(k) Owners Likely Overhyped. How much of a difference do the new life expectancy tables make to the bottom line? Not much, relatively speaking.

DEC 2, 2020 | The US Government has been spending and printing a lot of money to help stabilize the economy during this tumultuous 2020. And it’s not that inflation isn’t a concern, it’s just that we are far from it. And COVID changes everything.

NOV 12, 2020 | You might think that the trajectory of industry sectors would coincide with presidents’ policy goals. But they don’t.

MAY 19, 2020 | It was actually a happy mistake that helped me realize what the greatest benefit of using the Apple Card really is–peace of mind.

MAY 8, 2020 | The reasons for the 30%+ market drop in late March 2020 seemed obvious at the time, after all, we had a global pandemic shutting down the global economy. Though what’s driving my clients and investors crazy is figuring out how and why the stock market indexes have begun recovering so quickly.

JAN 23, 2020 | In the past couple of years, two significant tax code changes, each with major impacts on families strategic financial planning, were signed into law. In the most recent change, the SECURE Act, there are four areas worth taking a deeper look for how the Act may impact you and retirement planning.

DEC 22, 2019 | Business owners often face unique issues when it comes to managing their financial portfolios, especially when it comes to planning for retirement.

DEC 10, 2019 | Like many investment managers who look to diversity clients’ stock holdings, Glassman Wealth Services has an allocation to Emerging Market stocks. But now DFA is increasing their allocation to China stocks, leading us to reexamine this investment’s role in client portfolios.

OCT 27, 2019 | A confluence of different economic factors, such as new tax laws and booming stock prices, could make it the ideal time to consider allocating some of the capital gains you’ve made in the market to what’s called “donor advised funds.”

AUG 20, 2019 | Whether through headlines online or in print, talking points on TV or gyrating tickers, you’ve likely been made aware of the recent volatility in global equity markets. But there’s another prevalent piece of the equation being mostly overlooked: interest rates.

JUL 20, 2017 | Airbnb versus the hotel powerhouses. Who wins?

February 8, 2017 | A good financial advisor is like a good mechanic: you likely will need one at some point in your life, it could save you a sizable chunk of money, and many people have no clue where to start when it comes to finding one.

January 6, 2017 | There is a human element to every financial equation. In my years as a financial advisor, I’ve realized that, too often, financial advisors impose their own values on clients without taking the clients’ preferences, behaviors and emotions into account.

December 28, 2016 | Are investors better off in stocks or bonds? Barry Glassman, Glassman Wealth Services, and Zaneilia Harris, Harris and Harris Wealth management.

December 22, 2016 | Barry Glassman, Glassman Wealth Services, and Graham Pierce, Beacon Pointe Advisors, discuss what investors should do if they missed out on the Trump rally.

December 12, 2016 | At the 2016 Schwab Impact conference, financial advisors Jim Baird, Barry Glassman and Tom Stringfellow see opportunity for U.S. investors abroad in 2017.

December 9, 2016 | Individual Retirement Accounts (IRAs) are great tax-deferred savings vehicles, but tax deferral isn’t the only benefit IRAs offer. One potential benefit is creditor protection in the event of a bankruptcy. But when you pass away, are your beneficiaries …

December 8, 2016 | Many investors don’t realize some investments distribute capital gains ever year, which means you’ll still have to pay up. The post Tips for avoiding a surprise tax bill on capital gains appeared first on WTOP.

December 5, 2016 | Much like niche restaurants that come and go, niche investments come into and out of favor, as well. Just as everyone had to be the first to try out that new donut or cupcake shop on the corner, the new craze to hit the investment world is the narrowly-focused exchange-traded fund.

November 9, 2016 | Barry Glassman, president of Glassman Wealth Services, outlines what lies ahead on the financial landscape now that Donald Trump is president. [VIDEO]

November 5, 2016 | Registered investment advisers need to stand out from the crowd and better define their businesses. Adviser Barry Glassman, president of Glassman Wealth Management, discusses how to amp up your website and your conversations with the media. … [VIDEO]

November 3, 2016 | As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” And if you own your own business or earn income from a partnership, those taxes can be a bit more complicated…

November 3, 2016 | The top 10 “unusual” economic indicators that some superstitious market watchers have been using for years. The post 10 bizarre economic indicators that (might) predict the future appeared first on WTOP.

October 31, 2016 | I’ve had my fair share of interesting phone calls over the course of my more than 20-year career as a financial advisor. And two calls in particular stand out more than any other…

October 24, 2016 | Every quarter, the markets wait with bated breath to find out what the latest economic indicators–everything from the job report and consumer spending to GDP growth–tell us about where things are headed. But did you know that there is also a bevvy of, shall we say, “unusual” economic indicators…

October 12, 2016 | Being a younger partner at a law firm comes with great opportunity — but tremendous pressures as well. There are demands on your time, extraordinary expectations for your career, and impulses to spend more of your newly increased income on upgrades like a larger home or luxury car. A few simple guidelines …

October 6, 2016 | One of the best financial investments you can make this fall is to spend a little bit of time and a little bit of money to meet with your accountant. The post Best investment to make this fall appeared first on WTOP.

JUL 20, 2017 | Barry goes Facebook Live with Reuters Money to discuss teaching your children about money, and why it’s important to start saving young.

JUL 31, 2017 | Brad Johnson of Advisors Excel interviewed Barry for the Elite Advisor Blueprint podcast. They discuss everything from growing the firm, company culture, and the growth and direction of the financial industry.

December 5, 2016 | We’re all wired to think we’re making good decisions. Even if you aren’t sure where you’re going, your gut can provide valuable reassurance. But when it comes to investing, the best behavior is often the opposite of what your gut is telling…

December 5, 2016 | As the old saying goes, a picture is worth a thousand words. But that actually might depend on the picture. For instance, if you were to take a snapshot of your financial portfolio, what would it look like? Most financial advisors…