Barry Glassman, CFP®
When trying to find the best financial advisor, many people often ask their attorney or accountant for a referral. It makes sense since their clients trust their advice. But just…
Read More
One of the primary reasons that I founded Glassman Wealth Services and a core foundational principle of our firm is transparency. I’ve written about the importance of transparency in business…
Read More
In the normal course of life, each of us is faced with times when we need to find a professional to help with a particular need. But why should you seek out a financial advisor or investment advisor?
Read More
Everyone, including financial advisors, loves to be recognized as being among the best in their business. And in the financial advisory and wealth management industry, there is no shortage of…
Read More
Ah…retirement. After years of work, it’s a time for you to relax and enjoy spending your time as you wish. Not so fast. Retirement ushers in some pretty important deadlines,…
Read More
At Glassman Wealth Services, we advise our clients on a broad range of financial issues, as well as managing their investments. We think it’s just as important because clients make…
Read More
Last week, I had the opportunity to once again interview David Rubenstein at an event in Washington, DC. Most of you know him as the co-founder of The Carlyle Group,…
Read More
In my CNBC article, Five Tips for Year-End Tax Planning, I focus on some of the not-so-obvious things you should consider to reduce your taxes before we say goodbye to…
Read More
[sc name=”Are Stocks expensive?” ] It’s a question that many of our clients have asked us as the stock market continues to hit new highs seemingly every day. And one…
Read More
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…
Read More