Commonwealth Independent Advisor

Brian Glazer, ChFC®

Brian Glazer, ChFC®, is a senior investment consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since 2012, Brian provides affiliated advisors with comprehensive solutions to their investment-related questions, assisting them with mutual funds, exchange-traded funds, asset allocation, approved advisory platforms (including our fee-based Preferred Portfolio Services® platform), and overall case design. He holds a BS from the University of Vermont and an MBA from Suffolk University.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Help Your Clients Become Intelligent Investors

Prospecting for High-Net-Worth Clients

Managing Retirement Assets for Longevity with the Bucket Strategy

The Bucket Strategy: Generating Retirement Income for Your Clients

Rebalancing Your Clients' Portfolios: Best Practices

Help Your Clients Become Intelligent Investors

Posted by Brian Glazer, ChFC®

August 5, 2020 at 11:00 AM

As the long months of quarantine wore on and with no more episodes of Tiger King to watch, I turned my attention to the books gathering dust on the shelf. To start, I decided to tackle The Intelligent Investor, a 550-pager by the “father of value investing,” Benjamin Graham. Well, folks, it did not disappoint! While many have tried to come up with the secrets to investing success, I believe that Graham has actually done it.

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Topics: Asset Management & Investing

Prospecting for High-Net-Worth Clients

Posted by Brian Glazer, ChFC®

August 7, 2019 at 1:30 PM

High-net-worth investors (HNWIs) typically have liquid financial assets (e.g., cash on hand or an asset that can be readily converted to cash) of between $1 million and $5 million. And ultra-HNWIs have more than $25 million in liquid assets. These groups are highly desirable clients, especially if your firm is in growth mode. Acquiring an HNWI or ultra-HNWI could put you well down the path to reaching your goals for the year. But how do you go about prospecting for high-net-worth clients?

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Topics: Marketing

Managing Retirement Assets for Longevity with the Bucket Strategy

Posted by Brian Glazer, ChFC®

December 12, 2018 at 1:30 PM

As more and more of your baby-boomer clients enter retirement and start drawing down the assets you’ve helped them accumulate, how can you effectively service their distributions? Arguably, one of the best methods for managing retirement assets for longevity is the bucket strategy. In addition to strategically investing your clients’ assets for different time frames and needs, this approach can help reduce your clients’ fears about outliving their savings.

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Topics: Retirement Income Planning

The Bucket Strategy: Generating Retirement Income for Your Clients

Posted by Brian Glazer, ChFC®

September 27, 2016 at 10:00 AM

“Jack and Jill went up the hill
To fetch a pail of water.
Jack fell down and broke his crown,
And Jill came tumbling after.”

Is this a cautionary tale that kids shouldn’t hold too much in their hands when climbing a hill? Or did Jack and Jill just use the wrong bucket strategy to fetch some water? After years of investigation and some new forensic evidence that has come to light, this cold case has been solved: it was the bucket that dunnit!

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Topics: Retirement Income Planning

Rebalancing Your Clients' Portfolios: Best Practices

Posted by Brian Glazer, ChFC®

September 8, 2015 at 10:00 AM

Larry Swedroe, noted financial author and director of research for BAM Advisor Services, once wrote, "Rebalancing, or the process of restoring a portfolio to its original composition, is integral to the winning investment strategy. It requires you to buy what has done relatively poorly (at relatively low valuations) and sell what has done relatively well (at relatively high valuations)." Put another way, rebalancing investments involves bringing a portfolio that has deviated from your client's investment objective or target asset allocation back into line.

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Topics: Asset Management & Investing

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