Post Archive

The Biden Trade Just Became Irrelevant

This article was originally published on Forbes on November 12, 2020.   When a new president gets elected, and especially when it’s a close race that results in a change of party, the first few weeks post-election often show which sectors might excel under the new administration. Deemed by many investors the “Trump Trade” four…

Read More

The Reason I Love the Apple Card Might Surprise You

This article was originally published on Forbes on May 19, 2020.   Apple launched their first credit card—the Apple Card—in partnership with Goldman Sachs to a limited number of users in August 2019. There was a bit of fanfare involved—which included a YouTube ad that’s been viewed more than 20 million times. The card, which…

Read More

Making Sense of the Quick Stock Market Rebound

This article was originally published on Forbes on May 8, 2020.   The reasons for the 30%+ market drop in late March 2020 seemed obvious at the time, after all, we had a global pandemic shutting down the global economy. Though what’s driving my clients and investors crazy is figuring out how and why the…

Read More

10 Common Mistakes to Avoid When Exiting Your Business

This article was originally published on Forbes on December 22, 2019.   We have had the pleasure of serving multiple entrepreneurs and business owners over the years at my firm, Glassman Wealth. Business owners often face unique issues when it comes to managing their financial portfolios, especially when it comes to planning for retirement. Unlike…

Read More