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.…
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Innovation 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…
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A 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…
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In 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…
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Variable 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…
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You 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 –…
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One 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…
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You 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…
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Last 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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