Investment Strategies

Three Reasons Your Financial Advisor Should Be Reviewing Your Tax Return

This article was originally published on August 7th, 2017, and updated due to recent changes in the tax code as of July 18th, 2018. One of the first questions we tend…

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Risk: The Most Important Question To Get Right

This article was originally published on Forbes on June 11th, 2018.   Investors often get hung up on the wrong questions. Should I buy more Apple stock? Should I sell this…

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Stop Sabotaging Your Portfolio

This article was originally published on Forbes on June 5th, 2018.   When it comes to their portfolio, investors might just be their own worst enemy. Of course they’re not intentionally…

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Predicting Market Returns: When Average Isn’t the Norm

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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The Gamble In Your Portfolio That You Might Not Know About

This article was originally published on Forbes on April 19th, 2018.   What if there was a bet in your portfolio that you had no idea you were making? You may…

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Investing Under The New Tax Law: These Haven’t Changed, but Don’t Forget Them!

The biggest tax act in over 30 years was signed into law last December, and people are obviously focusing on the big changes to tax rates, deductions, and tax exemptions.…

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Investing under the new tax law: The details you might have missed

The biggest tax act in over 30 years was signed into law last December, and people are obviously focusing on the big changes to tax rates, deductions, and tax exemptions.…

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2018 Best Apps and Tools for Small Businesses: Financial Advisory Edition

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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The Most Confused Identity In Your Portfolio: High Yield Bonds

This article was originally published on Forbes on March 13, 2018.   High yield bonds, also known as “junk” bonds, have always had an identity crisis. They show up in our…

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What Do Underwear Sales and Beer Consumption Have in Common?

This article was originally published on Forbes on February 28, 2018.   There are some “official” economic indicators that many people put faith in. Everything from the job report, to GDP…

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