News
In my last article, I took a look at how financial advisors are compensated, what types of fees they earn, and what hidden fees to look out for. Besides knowing…
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It shouldn’t come as a surprise to learn that today’s young people have been forced to deal with more than a few hurdles when it comes to building their own…
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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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When trying to find the best financial advisor, many people often ask their attorney or accountant for a referral. It makes sense since their clients trust their advice. But just…
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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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One of the primary reasons that I founded Glassman Wealth Services and a core foundational principle of our firm is transparency. I’ve written about the importance of transparency in business…
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We recently had a client ask us what the difference was between an Investment Advisor and a Financial Planner. It’s a great question because people in the financial services industry…
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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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