Investment Strategies
Post Archive
Stop Sabotaging Your Portfolio
This article was originally published on Forbes on June 5th, 2018. When it comes to their portfolio, investors might just be their own worst enemy. Of course they’re not intentionally sabotaging their success, but the evidence shows it’s still happening. In 2017, the stock markets seemed indestructible, and many investors felt that way as money…
Read MorePredicting Market Returns: When Average Isn’t the Norm
The calm markets of 2017 may have lulled investors into thinking that stock returns are a smooth ride, but make no mistake, portfolio growth doesn’t occur in a straight line. Investors and clients constantly wonder: what sort of returns can they expect? Over the next year? Three years? Ten years? While forecasting short-term performance with…
Read MoreThe Gamble In Your Portfolio That You Might Not Know About
This article was originally published on Forbes on April 19th, 2018. What if there was a bet in your portfolio that you had no idea you were making? You may believe that your foreign stocks are doing well, but those high returns might be from something else. There may be another exposure unbeknownst to you…
Read MoreInvesting Under The New Tax Law: These Haven’t Changed, but Don’t Forget Them!
The biggest tax act in over 30 years was signed into law last December, and people are obviously focusing on the big changes to tax rates, deductions, and tax exemptions. But while there were a lot of changes, a lot of details have stayed the same—and you need to make sure they don’t slip through…
Read MoreInvesting under the new tax law: The details you might have missed
The biggest tax act in over 30 years was signed into law last December, and people are obviously focusing on the big changes to tax rates, deductions, and tax exemptions. But there are a lot of small details that haven’t gotten quite as much attention. Here are 4 areas that have changes you may have…
Read More2018 Best Apps and Tools for Small Businesses: Financial Advisory Edition
Innovation is integral to the way we serve clients at Glassman Wealth. The ability to adapt and implement new tools and technologies into our business has proved invaluable to helping our firm grow while continuing to provide a high level of client service. Here is a list of some of my favorite apps and websites…
Read MoreThe Most Confused Identity In Your Portfolio: High Yield Bonds
This article was originally published on Forbes on March 13, 2018. High yield bonds, also known as “junk” bonds, have always had an identity crisis. They show up in our portfolio reviews under the category of “bonds”, but in reality, they move more closely with the stock market than the bond market. They’re an investment…
Read MoreWhat Do Underwear Sales and Beer Consumption Have in Common?
This article was originally published on Forbes on February 28, 2018. There are some “official” economic indicators that many people put faith in. Everything from the job report, to GDP growth, to consumer spending give the public an idea of where the market is heading. However, beyond the more serious indicators, there are some unusual…
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