Videos

Mutual Fund and Exchange-Traded Fund (ETF) Fees: How to take advantage of reduced fees in your portfolio

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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Who is better for the stock market, Trump or Clinton?

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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Department of Labor’s Fiduciary Rule: What does it mean for retirement accounts?

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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How the value of the dollar impacts investment portfolios

(This article has been updated as of 8/16/2018) 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…

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Higher interest rates: How am I positioned with interest rate risk?

(This article has been updated as of 8/16/18) 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…

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Are stocks overvalued?

This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients.  Today’s topic is: Are…

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A Review Of Hedged Equity: Why It Makes Sense Now

What is hedged equity and why should you consider this strategy in your portfolio? We explain in this short video.

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2015: Is it a year to buy or sell?

Barry Glassman weighs in on “What’s hot and what’s not in 2015” on WJLA’s Washington Business Report with Rebecca Cooper. This week’s round table focused on what to look out…

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The Best Way to Protect Your Email From Being Hacked

Our clients often tell us that they are concerned about privacy when it comes to their email addresses and with good reason. It seems like we hear about companies being…

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Are Stocks Expensive?

[sc name=”Are Stocks expensive?” ] It’s a question that many of our clients have asked us as the stock market continues to hit new highs seemingly every day. And one…

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