Glassman Wealth Services

4 Reasons Why The Stock Market Hasn’t Reached Its Peak

As the stock market continues to reach new highs, I’m hearing more discussions and debates from investors to analysts about when it’s expected to top out. In fact, many clients…

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Glassman Wealth is Proud to Sponsor the NewsBash for Breast Cancer

Glassman Wealth Services is proud and honored to sponsor The Sixth Annual NewsBash on June 11, 2014 when 21 female DC news anchors from every major news network in the…

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The Surprising Drop in Interest Rates: Good or Bad for Investors?

2013 was not that long ago. While only three short months have passed, what a change of seasons we’ve had in the bond market. You see, coming into year end,…

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The Best Online Financial Password Managers: Reviews and Ratings

Password managers are a great way to improve how you protect your personal information online. Since most of what we do is online nowadays, we essentially have an online account…

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The Best 529 College Savings Plans: Reviews and Ratings

In my previous article, What is the Best Way to Calculate College Costs?, I shared 4 steps to help you build a college fund for your child or grandchild. In…

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The Best Way to Create a Tax Efficient Portfolio

In our role as financial and investment advisors at Glassman Wealth Services, we are often asked what effect taxes and fees have on a portfolio. This is especially true of…

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What Is The Best Way to Calculate College Costs?

Any parent or grandparent will tell you that their world revolves around the children. Our clients are no different. They want to give their children the best chance of success…

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Top 3 Financial Apps for Managing Your Money

With the rapid development of mobile devices and technology, we live in an “app” filled world. It seems like there is an app for just about anything you need, and…

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A Review of What Makes Working with Charles Schwab so Important for Financial Advisors and Their Clients

While just about all investment advisors and brokers must have their client’s assets with one particular custodian, or brokerage firm, Glassman Wealth Services is different. As fiduciaries, we are in…

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Why Technology is Key for the Best Financial Advisors in the Digital Age

Just the other day, I was on the phone with one of my favorite clients. During the call, he requested a few pieces of information, particularly the tax information for…

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