Barry Glassman, CFP®

Why You Should Build a Giving Portfolio – Today

This article was originally published on Forbes on January 26, 2018.   Many of us spend countless hours analyzing every facet of our investment portfolios—including looking at past performance and future…

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I Do Dumb Things When I Travel (And So Do You)

I love to travel. And I love to experience new and exciting things while traveling. The problem? I do dumb and sometimes dangerous things—and so do you. Do you jump…

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What Does A Laptop Ban Mean for You?

The U.S Transportation Security Administration recently lifted it’s ban on laptops and large electronics for flights from several Middle Eastern countries. For the time being they have increased security protocols and…

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The Alternative Travel Currency- How to Maximize Your Travel Points

The average American is only earning about ½ of the points they should be earning from their everyday expenses, according to Credit Card Guru Max Frankel. His company, Max Points, helps clients…

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Investing Behavior: Avoiding Fear and Greed In Your Financial Planning

This article was originally published on Forbes on 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…

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The Fiduciary Rule and Why Donald Trump May Change How You Receive Retirement Advice

Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary”…

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Be very careful with the latest ‘niche’ investments

Barry Glassman is a regular contributor to CNBC. This article was originally published on CNBC on December 5, 2016. Much like niche restaurants that come and go, niche investments come into…

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The Secret Graph Your Financial Advisor Isn’t Showing You: Asset Allocation Over Time

Barry Glassman is a regular contributor to Forbes. This article was originally published in Forbes on December 5, 2016. As the old saying goes, a picture is worth a thousand words.…

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Estimated Tax Payments Made Easy

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…

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Our 2016 Review of the Best Financial Advisors in the DC/MD/VA Area

Check out our updated 2018 list here! One of the core foundational principles of our firm is transparency, and I’ve previously written articles about how important transparency is in business and in life.…

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