Brian Glazer

Brian Glazer is an investment consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. 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

The Bucket Strategy: Generating Retirement Income for Your Clients

Rebalancing Your Clients' Portfolios: Best Practices

The Bucket Strategy: Generating Retirement Income for Your Clients

Posted by Brian Glazer

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

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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