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A Review Of Hedged Equity: Why It Makes Sense Now

As an investor, this may be one of the toughest environments to assemble a balanced portfolio. You might wonder how this can be, given that the stock and bond markets have done so well. Yet, that’s just the point. While we may be optimistic about the future of the stock market, no one’s total portfolio […]

The Best Practices for a Healthy Financial Life: Getting Started

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Much like getting in shape by losing weight or working out more, living a healthy financial life is easier said than done. When it comes to understanding and feeling confident about finances, many can feel overwhelmed. That’s understandable because when you think about all of the things that have a dollar sign that affect you […]

The Best Way to Protect Your Email From Being Hacked

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Our clients often tell us that they are concerned about privacy when it comes to their email addresses and with good reason. It seems like we hear about companies being hacked and personal information being stolen every week. Hackers are becoming increasingly sophisticated, so it’s vital that you take steps to protect your email and […]

A Review Of Hedged Equity: Why It Makes Sense Now

Hedged equity splashcreen

As an investor, this may be one of the toughest environments to assemble a balanced portfolio. You might wonder how this can be, given that the stock and bond markets have done so well. Yet, that’s just the point. While we may be optimistic about the future of the stock market, no one’s total portfolio […]

The Best Tax Strategies for a Windfall Year

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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

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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

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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

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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

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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 […]