2011 August | Glassman Wealth Services LLC

It was reported this morning that Warren Buffet’s Berkshire Hathaway is investing $5 billion in one of the worst-performing stocks of the year, Bank of America. With the news, and the vote of confidence from one of our country’s best investors, the markets opened up over 1%, with most financials leading the charge. Read More...

Join us for the 10th Annual Chef Night

Posted on August 25, 2011, 4:15 pm.

GWS Named to AdvisorOne 2011 Top Wealth Manager List

Posted on August 19, 2011, 5:30 pm.

2011 Top Wealth Managers: State of the Industry

By Philip Palaveev and Jonathan McQuaid (excerpt)

Defining Excellence is a difficult thing to do. It comes in many forms and is achieved in different ways. It cannot be tied to a single tangible standard such as assets under management, profitability or efficiency. As the top wealth management firms in the country may attest, the pursuit of excellence requires continuous adaptation to keep pace with rapid changes in the industry and achieve a reputation as one of the nation’s best firms. Perhaps Aristotle described it best: “We are what we repeatedly do. Excellence, then is not an act, but a habit.” Read More...

GWS July Economic Report Now Available

Posted on August 19, 2011, 5:28 pm.

In our Monthly Economic report, we take an in-depth look at the changes in our markets and the effects of economic policy nationally and globally. This broader perspective provides greater clarity in understanding the forces that affect investment performance and future expectations. Click Here for report. Read More...

No Snail Mail for Social Security Annual Benefit Statements

Posted on August 10, 2011, 7:29 pm.

In a cost-cutting effort to save $30 million, the Social Security Administration is suspending delivery of annual benefits statements by mail for this fiscal year which ends in September. Starting next year, they anticipate saving an additional $60 million by mailing benefits statements only to those 60 years and older. Everyone else will have to go online at www.ssa.gov/estimator for their personalized estimate of their future retirement benefits based on their actual work history. Read More...