The Glassman Wealth Blog

Stop 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.…

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Risk: 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…

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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…

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Predicting 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…

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Glassman Wealth Named Inc. Best Workplace 2018

The driving force behind Glassman Wealth is a shared passion for enriching the lives of our clients. But this passion goes beyond that, and we strive to do the same for our employees. We have built a culture of curiosity, with an environment that challenges our team to explore possibilities and grow purposefully. We are…

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Continued Curiosity: Gabe Joins The Investment News Think Tank

Over the past few days I made a trip to New York City to participate in the Investment News Think Tank. This VIP round-table and workshop united FinTech decision makers—individuals from some of the top custodians and RIA firms—to identify and discuss technology solutions that will enable innovation and solve complex problems across the financial…

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