Post Archive

As the holidays approach, thoughts about giving turn to action for many of us. Before writing a check to your favorite charity, consider the tax advantages of gifting appreciated assets, like stock, instead. The soaring U.S. stock market of the past few years has been great for portfolios; however, taxes will need to be paid…

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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…

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Whether you are looking to change financial advisors or have decided to handover managing your family’s assets to a professional, how you approach the vetting process is crucial to hiring the best financial advisor for you and your family. It makes sense that getting to know the finanical advisors you’re considering often begins with a…

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In my last article, I took a look at how financial advisors are compensated, what types of fees they earn, and what hidden fees to look out for. Besides knowing what you can expect to pay for financial advice, here at Glassman Wealth Services we are often asked, “What services can we expect to receive…

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When we meet with prospective clients who are currently working with a financial planner or advisor, and they become clients of Glassman Wealth Services, it’s usually because of one thing: they are unhappy with the service they’re currently getting from their advisor. We rarely gain a client because they were unhappy with investment performance. Instead,…

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