Barry Glassman, CFP®
Election day is over, and the world after waiting with bated breath is starting to exhale. One of the biggest questions on everyone’s mind right now is what’s going to…
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I’ll bet most people look forward to meeting with their attorney about as much as they look forward to a root canal. Working with an estate attorney is often one of the…
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Why is company culture so important? Simple: having engaged employees translates to a better client experience. If every member of a team enjoys coming to work, pushes each other to…
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One of the best financial investments you can make this fall is to spend a little bit of time and a little bit of money to meet with your accountant…
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You might also be interested in: What sets the Glassman Wealth team apart? Their curiosity. When you’re working with a fee-only advisor – otherwise known as a fiduciary financial advisor –…
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You might also be interested in: Recipe for a Great Wealth Management Firm When a couple signs on as a new client, who is considered the client? At Glassman Wealth Services…
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You might also be interested in: 6 Steps to Find the Best Financial Advisor Clients often ask us who our competitors are. We believe in being transparent, so we provide a…
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This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Mutual Fund…
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This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Who is…
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This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: The Department…
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