Barry Glassman, CFP®
This article was originally published on Forbes on September 9th, 2018. There’s a mistake families at every level of wealth often make when they go through their estate planning process,…
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This article was originally published on Forbes on June 17th, 2018. If you receive an employee paycheck from your company—physical or direct deposit—you might be wondering how your company magically…
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This article was originally published on Forbes on June 5th, 2018. When it comes to their portfolio, investors might just be their own worst enemy. Of course they’re not intentionally…
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This article was originally published on Forbes on May 1st, 2018. For companies looking to enhance engagement and improve employee culture, you need to consider implementing mandatory Thinking Days. It’s…
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This article was originally published on Forbes on April 22nd, 2018. As the President of Glassman Wealth, it’s crucial that I am able to tackle challenges, all while managing people,…
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This article was originally published on Forbes on April 19th, 2018. What if there was a bet in your portfolio that you had no idea you were making? You may…
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This article was originally published on Forbes on March 13, 2018. High yield bonds, also known as “junk” bonds, have always had an identity crisis. They show up in our…
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This article was originally published on Forbes on March 8, 2018. Your brokerage statements? They’re awful. Families are misinterpreting the information on their brokerage statements, and they are not being…
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This article was originally published on Forbes on February 28, 2018. There are some “official” economic indicators that many people put faith in. Everything from the job report, to GDP…
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Occasionally we meet with potential clients and it’s just not the right fit. Perhaps our investment philosophies are not aligned, or they don’t meet our $2 million of investable assets…
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