Posts by Glassman Wealth Services
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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…
Read MoreHow and When Should You Contribute to Your Individual Retirement Account (IRA)?
So, you want to save for retirement? 👏 👏 👏 Making annual contributions to retirement accounts is one of the most effective ways of saving for life after your career. These accounts are designed to save you tax dollars, either now and/or over time, and they are the government’s way of incentivizing you to plan for…
Read More2020 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…
Read MoreBarry Comments to Clients the Day of the Market Bottom March 23, 2020
In an effort to help the most people in a chaotic time we’ve decided to release Barry’s video statement to Glassman Wealth clients to everyone. We hope it helps you better understand the market and current conditions and helps, to whatever extent we can, ease the anxiety and tension we’re all feeling in this…
Read MoreBarry Glassman meets with Julie Cooling of the RIA Channel
Barry recently met with Julie Cooling, Founder & CEO of the RIA Channel to discuss Glassman Wealth, and our One Client Approach. Click the picture below to watch the full interview.
Read MoreInvestment News: What If You Had Just One Client?
What if you had just one client? Barry Glassman met with InvestmentNews at Schwab IMPACT 2018, and shared how this mindset helps shape our firm and allows us to best serve our clients. Click the photo below to watch the full video.
Read MoreBarry Glassman Interviewed on Federal News Radio
Wondering what on earth is going on with the economy, market, and taxes? Barry Glassman was interviewed by Jonathan Aberman on “What’s Working in Washington”, discussing Personal Finance and tax reform in 2018. Click below to listen! Personal finance and tax reform in 2018
Read MoreIs Your Broker Changing Firms? Should You Stay, Or Should You Go?
You’ve been working with a broker for years, and built up a great relationship, and one day they announce that they’ve left their firm in pursuit of greener pastures. So what now? Do you keep your assets at the original firm, where they’ve been for years, or do you follow the individual you’ve been working…
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