Barry Glassman, CFP®
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…
Read MoreIf there’s one thing all investors and advisors can agree on, it’s that we’re experiencing some serious stock market volatility. In mid-May, the S&P 500 briefly dipped into a 20%…
Read MoreCNN’s Fear & Greed Index is a tool I’ve been referencing for years. There’s now a Crypto Fear & Greed Index that I also find interesting–somewhat similar, somewhat different from…
Read MoreI started producing videos to educate people on money matters, taxes, and what’s going on in the economy—complex topics paired down to digestible nuggets. And after uploading them to social…
Read MoreWith an increase in remote work, business owners and their employees are taking the opportunity to relocate across state lines. But whether for work or retirement, what are the possible…
Read MoreCan you imagine getting back to normal post-Covid life? As we finish our first full week of 2021, there’s renewed hope that over the coming months we will find ourselves…
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