The Glassman Wealth Blog

Why is this here? These are things we've discussed with our clients that are important to them. We want to share these topics with other clients and with the world.

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Tax Tips for Retail Traders

By Glassman Wealth Services | April 14, 2021

I was in the middle of a late-night online gaming session in January when a squad-mate randomly asked if I knew anything about stocks. I told him I knew a thing or two. He had heard a lot of fervor about a Reddit favorite and decided to put in $10,000 on a whim and take…

Step Up Your Zoom / Studio Setup

By Barry Glassman, CFP® | February 17, 2021

I started producing videos to educate people on money matters, taxes, and what’s going on in the economy—complex topics paired down to digestible nuggets. And after uploading them to social media, I kept receiving the same questions: What’s your Zoom setup? How are you doing that? Where’s your microphone? What’s your lighting setup? After answering…

Implications of State Taxes in Relocations

By Barry Glassman, CFP® | February 5, 2021

With an increase in remote work, business owners and their employees are taking the opportunity to relocate across state lines. But whether for work or retirement, what are the possible tax implications of a move, particularly from a high-tax state to a low-tax state? With more high-tax states auditing these moves to recover lost tax…

Happy New Year 2021!

By Barry Glassman, CFP® | January 8, 2021

Can you imagine getting back to normal post-Covid life? As we finish our first full week of 2021, there’s renewed hope that over the coming months we will find ourselves re-emerging from our Covid nightmare. We will never go back to our exact lives, but if these vaccines actually work, the reemergence seems within sight.…


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