Barry GlassmanTips for avoiding surprise taxes on capital gainsNobody likes a surprises in their taxes, especially when it comes to their investments.Feb 8, 2017Feb 8, 2017
Barry GlassmanBe very careful with the latest ‘niche’ investmentsMuch like niche restaurants that come and go, niche investments come into and out of favor, as well. Just as everyone had to be the first…Jan 31, 2017Jan 31, 2017
Barry GlassmanThe Secret Graph Your Financial Advisor Isn’t Showing You: Asset Allocation Over TimeAs the old saying goes, a picture is worth a thousand words. But that actually might depend on the picture.Jan 24, 2017Jan 24, 2017
Barry GlassmanTop 12 Bite-sized Financial Planning TipsIf you’re like me, it’s easy to make your New Year’s resolutions but hard to keep them. You may start off strong and have good intentions…Jan 6, 2017Jan 6, 2017
Barry GlassmanYear-End Financial Planning Tips: Move You Need To Make Before December 302016 is almost over and many investors are often asking us about year end financial planning tips they should take advantage of before the…Dec 16, 2016Dec 16, 2016
Barry GlassmanTax Planning: The Best Investment To Make Before the End of the YearGiven the new administration in Washington and potential tax changes for 2017, it makes even more sense to meet with your accountant now…Dec 8, 2016Dec 8, 2016
Barry GlassmanWhat Does “President Trump” Mean for the Stock Market?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…Nov 21, 2016Nov 21, 2016