Glassman Wealth Tackles Non-Obvious Thinking
In a time with so much advancement in technology and changes in the way we live, now is the perfect time to hear a futurist’s perspective on what our lives may be like in the coming years. Glassman Wealth recently hosted a fascinating conversation with Rohit Bhargava, the founder of the Non-Obvious Company, best-selling author…Read More
Glassman Tackles Artificial Intelligence
As someone who is always on the lookout for innovative strategies and solutions and fascinated by the latest gizmos and gadgets, I felt compelled to make my latest video and introduce you to a cutting-edge technology that is changing the way we think about artificial intelligence – Chat GPT – an AI website that is…Read More
Step Up Your Zoom / Studio Setup
I started producing videos to educate people on money matters, taxes, and what’s going on in the economy—complex topics paired down to digestible nuggets. And after uploading them to social media, I kept receiving the same questions: What’s your Zoom setup? How are you doing that? Where’s your microphone? What’s your lighting setup? After answering…Read More
Implications of State Taxes in Relocations
With an increase in remote work, business owners and their employees are taking the opportunity to relocate across state lines. But whether for work or retirement, what are the possible tax implications of a move, particularly from a high-tax state to a low-tax state? With more high-tax states auditing these moves to recover lost tax…Read More
Happy New Year 2021!
Can you imagine getting back to normal post-Covid life? As we finish our first full week of 2021, there’s renewed hope that over the coming months we will find ourselves re-emerging from our Covid nightmare. We will never go back to our exact lives, but if these vaccines actually work, the reemergence seems within sight.…Read More
Barry 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 More
Is 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…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