Where Do You Put Your Money When the Stock Market is Down?
Do you have a stockpile of cash or a bank account with a lot of money you’re not sure what to do with? If so, you’re not alone – according to ici.org, the week ending 3/31/2022 saw an addition of $29.73 billion added to money market investment funds, bringing the total to a towering $4.59…Read More
Which Is Better – Traditional or Roth Retirement Accounts?
One of the most common retirement planning questions we receive from clients of all ages revolves around traditional and Roth retirement accounts. In this post, we’ll provide some of the main differences between these kinds of accounts, and some of the strategy involved with deciding which you should use. The key difference between these two…Read More
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 More
Dimensional Funds Says That This Investment Allocation Change Is No Biggie
This article was originally published on Forbes on December 10, 2019. Like many investment managers who look to diversify clients’ stock holdings, Glassman Wealth Services has an allocation to Emerging Market stocks. Dimensional Fund Advisors (DFA) is one of the larger mutual fund players in the category, and to us, their Emerging Markets Core…Read More
Emerging Markets: A Safe Haven for Asset Allocators?
This article was originally published on Forbes on June 9th, 2019. There’s a surprising asset class that has held up a lot better than the U.S. stock market through recent market downturns. Most readers wouldn’t have guessed that I’m referring to Emerging Markets. President Trump recently tweeted about implementing tariffs on Mexican goods, and…Read More
Big Tech May Be Under Attack- Can They Keep Their Scale, And Use It For Good?
This article was originally published on Forbes on June 6th, 2019. Facebook’s ad business is under attack on several fronts: starting with privacy concerns which led to congressional testimony by CEO Mark Zuckerberg, and coming to a head with the Washington Post breaking the story that the Justice department is looking into some of…Read More
Asset Allocation Versus Asset Location?
When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments. Read more about asset location vs asset allocation on CNBC.Read More
Three Reasons Your Financial Advisor Should Be Reviewing Your Tax Return
This article was originally published on August 7th, 2017, and updated due to recent changes in the tax code as of July 18th, 2018. One of the first questions we tend to ask new clients is whether their former financial advisor ever requested a copy of their tax return. And the answer we usually get in…Read More