Barry Glassman, CFP®

The Gamble In Your Portfolio That You Might Not Know About

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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The Most Confused Identity In Your Portfolio: High Yield Bonds

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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Your Brokerage Statements Suck

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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What Do Underwear Sales and Beer Consumption Have in Common?

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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Our 2018 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 investment philosophies are not aligned, or they don’t meet our $2 million of investable assets…

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Don’t Be Ashamed You’re Holding So Much Cash

This article was originally published on Forbes on February 23, 2018.   If You’ve Been Stockpiling Cash—You’re Not Alone. Here’s What You Need To Do Next. The market has been breaking…

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NewsBash for Breast Cancer

Open Letter to the Newswomen of NewsBash 2018

Open letter to the Newswomen who Bashed Breast Cancer last night: Bravo. What an exceptional event last night! Thanks to you, a sell-out crowd witnessed an emotional and inspirational evening;…

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Five Reasons You’re Not Maximizing Your Rewards Program

This article was originally published on Forbes on February 20, 2018.   You’ve heard about bitcoin and cryptocurrency, but have you forgotten your own alternative currency? You’ve likely been accumulating credit…

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How To Give Charitable Gifts – And Avoid Paying Tax – In 2018

This article was originally published on Forbes on February 12, 2018.   There was a ton of excitement about the new tax law passed at the end of 2017, especially in…

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Even With Volatility, The Market Route Continues Pattern From Last Year

This article was originally published on Forbes on February 7, 2018.   You’ve probably heard about the Dow hitting some new records, from reaching incredible highs to having the highest point…

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