Investment Strategies
One of the most important, and most dreaded, steps in getting your financial house in order is establishing an estate plan and understanding estate planning basics. It’s common to want…
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A good personal finance calculator should be simple to use and understand, but still provide valuable information to the user. These types of calculators are challenging to find: Google searches tend…
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Did you mean to say asset allocation? That’s usually the response we get from clients when we bring up asset location within their portfolio. Both asset allocation and asset location…
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What is hedged equity and why should you consider this strategy in your portfolio? We explain in this short video.
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As the holidays approach, thoughts about giving turn to action for many of us. Before writing a check to your favorite charity, consider the tax advantages of gifting appreciated assets,…
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If you are like me, you’ve probably grown a little tired of reading about all the smart investing moves you should be making. Instead, let’s think about the dumb things…
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We have been talking about interest rates with our clients at Glassman Wealth Services for years now, as historically low rates have retirees and those who rely on income from…
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After tax season, a number of friends, colleagues and clients at Glassman Wealth Services asked me what they could do to reduce their taxes next year. While I’m not a…
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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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Bonds are a familiar asset class to most investors, and, at Glassman Wealth Services, they are part of our clients’ portfolios. While bond funds have done well in the past…
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