The Best Tax Strategies for a Windfall Year

For those in the working world whose total income comes through salary and, perhaps bonus, withholding taxes is relatively simple. While you may receive a refund or owe some money at tax time, adjustments can be made through the payroll department during the year. But for those who have investment income, or experience a windfall […]

Lindsay Garland Joins Glassman Wealth as Vice President of Financial Planning

Lindsay laughing 2014

As clients have heard most of the year, we are on a mission to better serve the clients of Glassman Wealth. In the first six months of the year, we enhanced our investment prowess by bringing on Chief Investment Officer, Nathan Sonnenberg. We introduced new technology, enabling our clients to see updated, accurate financial information […]

The Best Ways to Save for College

Helping a child or grandchild pay for college has to be in the all-time top 3 goals of my clients. In fact, one of the most frequently asked questions by my clients at Glassman Wealth Services is, “What are the best ways to save for college?” Despite escalating costs, and all the recent debate as […]

A Review of the Best Programs for First-Time Homebuyers in VA/DC/MD

Buying a home for the first time can be both an exhilarating and scary experience. While there are many challenges to making the one’s first home purchase, the highest hurdle for many is saving enough for the down payment. From the early 2000s until the crash of the housing and financial markets in 2008, lenders […]

A Review of the Worst Investing Strategies

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 that are easy to avoid but invaluable to your investing health. Successful investing is about not losing as much as it is about winning. To […]

Glassman Wealth Services Chosen for The Financial Times Top Financial Advisor List


The Financial Times, that distinctive pink newspaper in existence since 1888, released their list of Top Financial Advisers for 2014, and Glassman Wealth Services was one of just 10 Registered Investment Advisory firms in Virginia to receive this honor and among only 25 firms chosen from the DC metro area. What makes this announcement different […]

Best Bond Investing Strategies for Today’s Retirees

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 their portfolios yearning for yield. So the expectation of higher interest rates for many investors like our clients is not a bad thing since rising […]

Traditional IRA vs. Roth IRA: Which is Best for You?


Saving for retirement shouldn’t be complicated, but with so many retirement savings options, from 401ks to IRAs and more, knowing the best way to save can be confusing. How much you make, whether you’re self-employed or have a company-sponsored retirement plan are just some of the criteria that will determine what solution is best for […]