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.

All Posts

Investing under the new tax law: The details you might have missed

By Dana Sippel, CFP®, CPA/PFS | April 12, 2018

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…

2018 Best Apps and Tools for Small Businesses: Financial Advisory Edition

By Colin Gerrety, CIMA® | April 9, 2018

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…

What You Can Expect from Your Initial Meeting with Glassman Wealth

By Candace Lee | April 3, 2018

It’s About YOU: Let’s start with the most important thing first. When you come into a meeting, you’ll know right away that it’s about you. Expect to hear questions or statements like: What do you think is important that we cover today? What are you looking to get out of a financial advisory relationship? What…

2018 Best Apps and Tools for Small Businesses: Culture Edition

By Courtney Oetjen | March 26, 2018

We are proud of the culture of transparency, passion, and innovation that we have developed at Glassman Wealth. Not only does it create an engaging environment for our team, but it allows us to continue the high level of client service that our clients have come to expect. Here is a list of some of…