The Glassman Wealth Blog
2018 Best Apps and Tools for Small Businesses: Best in Class
This article was originally published on Forbes on April 22nd, 2018. As the President of Glassman Wealth, it’s crucial that I am able to tackle challenges, all while managing people, tasks, and finances. These are my go-to resources for making that possible. The apps and websites listed below have added immense value to our firm…
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 MoreBarry Glassman featured on the Financial Advisor Success Podcast with Michael Kitces
We are thrilled that Barry was recently featured on Michael Kitces’s Podcast for the 69th episode of Financial Advisor Success. Kitces’s blog, Nerd’s Eye View, is dedicated to advancing knowledge in Financial Planning, and is an incredible resource for both advisors and clients alike. Kitces himself has extensive education and experience in the financial planning…
Read MoreHow To Use 529 Plans To Leverage A Wealth Transfer
The 2017 Tax Act improved 529 plans, adding provisions that allow plan balances to be used to pay K-12 tuition. Prior to 2018, 529 funds could only be used to post-secondary educational expenses. Here are some new wealth transfer strategies that 529 plans can now fulfill. Intro to 529 plans First, a couple of basics…
Read More2018 Best Apps and Tools for Small Businesses: Collaboration and Communication Edition
Innovation is something that we value at Glassman Wealth. The ability to adapt and implement new tools and apps into our business has proved invaluable to helping our firm grow. Here is a list of some of our new favorite tools and websites that have allowed our team to collaborate and communicate in ways that…
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…
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