The Best Way to Invest in Bonds in a Rising Interest Rate Environment

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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 few years fueled by declining interest rates, those times may be changing. With that shift, one of the questions most frequently asked by our clients […]

The Best 529 College Savings Plans: Reviews and Ratings

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In my previous article, What is the Best Way to Calculate College Costs?, I shared 4 steps to help you build a college fund for your child or grandchild. In it, I also touched on the types of college savings plans, called 529 Plans that are available. At our firm, Glassman Wealth Services, our clients […]

Are Financial Advisors Truly Worth the Money?

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In my last article, How Much Does a Financial Advisor (Planner) Cost?, 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 what you can expect to pay for financial advice, here at Glassman Wealth Services we are often […]

Millennials and Money: The 5 Best Ways to Cut Debt and Save More

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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 financial freedom. It’s even been said that the Gen-Y Millennials – typically defined as those born between 1982 and 2004 – are turning their backs […]

The Best Way to Create a Tax Efficient Portfolio

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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 new clients who may not have been paying attention to those expenses in their portfolio. The answer is that they can quickly add up. It’s […]

What Is The Best Way to Calculate College Costs?

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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 in life, and this includes their financial lives. In today’s world, one of the best ways to do this is by funding a college education. […]

How Much Does a Financial Advisor (Planner) Cost?

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At some point, many people come to a place where they need to hire professional help, especially when it comes to managing their wealth and future. Justifying the use of an accountant can be easy; you either don’t want to do your own taxes or you have a complicated return that requires the skills and […]

6 Steps to Finding the Best Financial Advisor

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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 as important, these professionals cross-pollinate with the financial advisors of many of their clients, like Glassman Wealth Services, so they get to know a variety […]