Glassman Wealth Services
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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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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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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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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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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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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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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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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The other day I was talking with a client couple who was trying to decide if they should purchase long-term care insurance (LTC). Since Glassman Wealth Services doesn’t sell insurance…
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It seems like every time you watch the news, you hear of another online security breach that affects millions of people. Recent breaches including Target and a few other major…
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