Investment Strategies
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,…
Read More
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…
Read More
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…
Read More
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?
Read More
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…
Read More
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…
Read More
[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…
Read More
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…
Read More
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…
Read More
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…
Read More