Investment Strategies

Perfect Portfolios: Barry Glassman’s “Smart Money” advice

Smart Money magazine is saying goodbye after 20 years and moving to an all- digital format.  Barry Glassman helped to usher in their new age with financial advice in their column Perfect Portfolios:  Your…

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Four Reasons We Watch Our Investments Everyday

Conventional wisdom says that if you want to get the most out of your investment portfolio, it’s best to leave it alone on a daily basis. Why? If you follow…

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Stocks, bonds and… gold bars?

The Washington Business Journal recently asked Barry Glassman for his advice when it comes to branching off into alternative investments.  Here is a recap of his response: In order to…

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Investment Advice Amid Europe’s Debt Disaster: Don’t Rely On Currency

It seems like when spring arrives, investors start hearing the same recurring stories about global finance and the economy. It’s like a scene out of Bill Murray’s movie Groundhog Day. Think…

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State & Local Governments Still Struggling

Fewer than 18 months ago, Meredith Whitney put municipalities on notice for their poor fiscal health. In a scathing 60 Minutes interview, Ms. Whitney declared there would be “hundreds of…

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Treasuries Are No “Safe” Place for Investors

The yield on Treasuries has long been considered risk-free because the likelihood that the government would default is perceived to be extremely low. But what if the actual yield is…

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4 Ways Retirees Can Beat The Yield Drought

Barry Glassman spoke with Sharon Epperson on CNBC’s Power Lunch about strategies to overcome the Yield Drought, a phrase he coined for today’s low-yield environment.  In the interview, Barry points…

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How 3 Numbers Moved the Market

Overall, last week turned out to be yet another volatile one for the global markets. I have used terms like “dichotomy of markets”, “financial schizophrenia”, and plain old insanity to…

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Historical Returns – What’s In and What’s Out

When investing, we certainly take into consideration economic conditions and the political landscape, however, our Historical Returns Chart reminds us why we maintain a long-term investment perspective. Over the past 15…

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What Are Investors Up To?

Individual investors continue to move out of stock and stock funds  and are now heavily underweight equities in favor of bonds according to the American Association of Individual Investors.  Allocations…

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