The Glassman Wealth Blog
What We’re Reading: Not Impossible by Mick Ebeling
Oftentimes the biggest obstacle between an individual and their success isn’t an outside factor or influence. The overwhelming scope of a goal can make many people hesitate, and that self-doubt might prevent a project from ever taking off. Success might seem impossible, and people balk at that fear of failure. Mick Ebeling proves what can…
Read MoreAre Financial Advisors Worth the Cost?
It’s now possible to invest for basically nothing. On one side of the cost spectrum are firms like Vanguard and Betterment, who are commoditizing low-cost investing. On the other side are the old-school brokers, potentially selling expensive investment and insurance products to clients. Somewhere in the middle of the cost spectrum is the comprehensive, fiduciary…
Read MoreClient Advisor Candace Lee Earns Designation of Enrolled Agent
We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. While the hard work and…
Read MoreThree 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 MoreContinued Curiosity: Candace Lee, CFP®, attends the AICPA ENGAGE Conference
A common trait among our advisors and team at Glassman Wealth is curiosity. We are continuously seeking out more knowledge, discovering better ways to serve our clients, and investigating the intricacies of our interests. That’s why I knew it would be enthusiastically encouraged when I shared that I planned to attend the AICPA ENGAGE Conference…
Read MoreStop Giving Free Loans: Why You Need To Review Your W-4
This article was originally published on Forbes on June 17th, 2018. If you receive an employee paycheck from your company—physical or direct deposit—you might be wondering how your company magically knows how much tax to withhold. Here’s a secret—they are guessing (estimating, really), and you might need to double check to make sure they’re right.…
Read MoreRisk: The Most Important Question To Get Right
This article was originally published on Forbes on June 11th, 2018. Investors often get hung up on the wrong questions. Should I buy more Apple stock? Should I sell this dog of a mutual fund? How will the Fed impact my bond fund this month? These questions can be important. But they pale in comparison…
Read MoreStop 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…
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