Investment Strategies
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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In the normal course of life, each of us is faced with times when we need to find a professional to help with a particular need. But why should you seek out a financial advisor or investment advisor?
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Barry was recently interviewed by Carmen Wong Ulrich, host of Marketplace Money about year-end tax planning tips which aired on NPR radio on December 23, 2013. Listen to Barry’s 5 Tax…
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In my CNBC article, Five Tips for Year-End Tax Planning, I focus on some of the not-so-obvious things you should consider to reduce your taxes before we say goodbye to…
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[sc name=”Are Stocks expensive?” ] It’s a question that many of our clients have asked us as the stock market continues to hit new highs seemingly every day. And one…
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For almost a decade, there has been a factor that has helped boost the returns for many investors. During the past 20 years, investors have steadily increased their exposure to…
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Despite one of the sharpest rallies in US equities in recent memory, emerging market equities have been left curiously behind in 2013. Through last Friday, the market segment was down…
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Regardless of what happens with the fiscal cliff it is likely that taxes will increase at least for high income earners, and any hope of a compromise or solution is…
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“My crystal ball is in the shop.” That’s how I usually answer the impossible question of where things are headed in the markets over the coming days, weeks, and years.…
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January 1 is months away, yet I’m already tired of the Y2K-like headlines and sound bites warning investors to sell out of dividend paying stocks prior to their supposed implosion…
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