Colin Gerrety, CFP®, CIMA®
The calm markets of 2017 may have lulled investors into thinking that stock returns are a smooth ride, but make no mistake, portfolio growth doesn’t occur in a straight line.…
Read MoreInnovation is integral to the way we serve clients at Glassman Wealth. The ability to adapt and implement new tools and technologies into our business has proved invaluable to helping…
Read MoreA client recently approached us after being hacked. Her personal information was accessed through a corporate data breach, and someone logged into her bank account and requested $19,000 to be…
Read MoreIn my recent article, I discussed some of the common drawbacks of variable annuities. The hefty fees, misleading guarantees, and tax treatment can put investors in an uncomfortable spot. But…
Read MoreVariable annuities are one financial product we rarely see clients purchase on their own. The initial purchase is almost always done at the urging of a broker who earned a…
Read MoreYou met with your attorney. You signed a will, trust, or beneficiary designations that direct your assets in the manner you want. But there’s still one key piece missing –…
Read MoreOne of the biggest questions we’ve received from clients recently is “What does Donald Trump’s tax plan mean for me?” With lower tax rates potentially on the way, many investors…
Read MoreYou just returned from a busy day at the office, when you receive a threatening voicemail. Your caller ID says it’s the IRS, and someone filed a fake tax return…
Read MoreLast year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary”…
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