Homepage
Post Archive
Our 2018 Review of the Best Financial Advisors in the DC/MD/VA Area
Occasionally we meet with potential clients and it’s just not the right fit. Perhaps our investment philosophies are not aligned, or they don’t meet our $2 million of investable assets minimum. Whatever the reason, Glassman Wealth isn’t right for everyone—and that’s okay! We want to make sure you find a skilled advisor who best fits…
Read MoreEstimated Tax Payments Made Easy
As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” And if you own your own business or earn income from a partnership, those taxes can be a bit more complicated. The IRS makes you pay taxes as you earn, rather than waiting until April 15th…
Read MoreWhy Do I Need A Will for Estate Planning?
Jim and his wife had a falling out. During a lengthy legal process, their divorce was not yet finalized when Jim passed away suddenly. He assumed his house, bank account, and investments would all be left to the kids, but depending on the state, those assets could be left in part or in whole to…
Read MoreOur 2016 Review of the Best Financial Advisors in the DC/MD/VA Area
Check out our updated 2018 list here! One of the core foundational principles of our firm is transparency, and I’ve previously written articles about how important transparency is in business and in life. (See Transparency Wins!) I mention this because in full transparency, there are times we meet with potential clients and it’s just not the right fit. Perhaps…
Read MoreWhat Does “President Trump” Mean For The Stock Market?
Election day is over, and the world after waiting with bated breath is starting to exhale. One of the biggest questions on everyone’s mind right now is what’s going to happen to the stock market and economy when Donald Trump is president? The short and honest answer is “who knows?” The longer answer requires some…
Read MoreGlassman Wealth Chosen by Washingtonian as a Great Place to Work
Glassman Wealth Services is chosen for the second time this year as a Best Place to Work in the DC area by the Washington Business Journal, and now, Washingtonian. Learn why…
Read MoreTarget-Date Funds – Is Yours Too Risky For You?
Target-date funds are not all created equal. We compare the risk and return of over 30 target-date funds. The results will surprise you!
Read More4 Reasons You Should Consider a Revocable Trust
A revocable trust is considered a more effective estate planning tool than just a Last Will and Testament for several reasons. Here’s why you should consider putting one in place.
Read More