Post Archive

Glassman Wealth Tackles the Midterms

Wondering how the upcoming midterm elections might impact your portfolio? Glassman Wealth recently hosted a conversation with Greg Valliere, a political analyst and Chief U.S. Policy Strategist at AGF Investments. Greg is one of the leading experts at connecting the dots between what is going on in Washington and on Wall Street. Both the House…

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To Combine… or Not to Combine Finances (Three Methods of What Might Be Right for You)

Whether you are newly dating, just starting to get serious with someone, or about to get married, it’s never too early to start having conversations about finances. Understanding how your partner saves and spends money and discussing both of your long-term goals, are important considerations to determine financial compatibility and whether you should combine finances.…

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Five Top Resources to Help You Become a Better Investor

Investing today can be a frightening concept. Young professionals are finding themselves thrust into a world of finance, yet unprepared to make the decisions that are right for them. While there are a plethora of resources out there to help, it can be difficult choosing which ones to use. After combing through numerous personal finance…

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2020 Specific Tax Deadlines You Don’t Want to Miss

To say it’s been a crazy year is an understatement. With a global pandemic, market uncertainty, and political and social unrest, there were a lot of changes this year, including to the tax code. Below are a few items you’ll need to pay attention to before year-end. Payroll Tax Cut: Effective September 1st, President Trump…

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