The Glassman Wealth Blog
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 MoreHow and When Should You Contribute to Your Individual Retirement Account (IRA)?
So, you want to save for retirement? 👏 👏 👏 Making annual contributions to retirement accounts is one of the most effective ways of saving for life after your career. These accounts are designed to save you tax dollars, either now and/or over time, and they are the government’s way of incentivizing you to plan for…
Read More2020 Specific Tax Deadlines You Don’t Want to Miss
To say it’s been a crazy year is an understatement. With a global pandemic, market uncertainty, and political and social unrest, there were a lot of changes this year, including to the tax code. Below are a few items you’ll need to pay attention to before year-end. Payroll Tax Cut: Effective September 1st, President Trump…
Read MoreCOVID Changes Everything About Inflation Expectations
This article was originally published on Forbes on December 2, 2020. The US Government has been spending and printing a lot of money to help stabilize the economy during this tumultuous 2020. As such, several of my clients are once again raising their concerns about inflation. Most of these worried clients fit into a…
Read MoreThe Biden Trade Just Became Irrelevant
This article was originally published on Forbes on November 12, 2020. When a new president gets elected, and especially when it’s a close race that results in a change of party, the first few weeks post-election often show which sectors might excel under the new administration. Deemed by many investors the “Trump Trade” four…
Read MoreBarry 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 More6 Most Important Points to Consider Before Rolling your 401k to an IRA
Gone are the days that someone joins a company out of college, grows with the same employer throughout their career, and then retires off into the sunset with a nice pension. Now, people move from job to job more frequently, and more often than not, they will have to rely on their own retirement savings…
Read MoreYear-end Financial Planning Tips: Moves You Need to Make Before December 31
2019 is almost over and many investors are often asking us about year end financial planning tips they should take advantage of before the end of the year. 2019 in particular offers a big opportunity to look over your finances, do something that could lower your taxes, and put more money in your pocket before…
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