Post Archive

We have been talking about interest rates with our clients at Glassman Wealth Services for years now, as historically low rates have retirees and those who rely on income from their portfolios yearning for yield. So the expectation of higher interest rates for many investors like our clients is not a bad thing since rising…

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One of the primary reasons that clients come to us at Glassman Wealth Services is they want to know if, and when, they can retire. Just the thought of retirement can cause anxiety and many feel overwhelmed and unprepared. In fact, one of the biggest dilemmas for those approaching retirement is balancing the life they…

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If bigger is better, then the Baby Boomers, some 76 million strong and the largest generation in US history, can consider itself large and in charge. This generation, born from 1946 to 1964, has wielded their influence on just about every aspect of American life and they continue to do so. They have more discretionary…

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When trying to find the best financial advisor, many people often ask their attorney or accountant for a referral. It makes sense since their clients trust their advice. But just as important, these professionals cross-pollinate with the financial advisors of many of their clients, like Glassman Wealth Services, so they get to know a variety…

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One of the primary reasons that I founded Glassman Wealth Services and a core foundational principle of our firm is transparency. I’ve written about the importance of transparency in business and in life, most recently in my Forbes article, Transparency Wins! I mention this because in full transparency, there are times that we meet with…

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