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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Who Do You Trust to Administer Your Trust?

By Eric Dunner, J.D., CFP® | July 8, 2022

Selecting the person in charge of your trust At the time of your passing, or possibly even before (living trust trustee), the trustee of your estate becomes legally responsible for managing trust assets and carrying out the duties you’ve set forth. Drawing up your estate documents and thinking about distribution of your hard-earned assets can…

Where Do You Put Your Money When the Stock Market is Down?

By David Levitt, CFP® | June 10, 2022

Do you have a stockpile of cash or a bank account with a lot of money you’re not sure what to do with? If so, you’re not alone – according to, the week ending 3/31/2022 saw an addition of $29.73 billion added to money market investment funds, bringing the total to a towering $4.59…

What is the Stock Market Telling Us?

By Barry Glassman, CFP® | May 26, 2022

If there’s one thing all investors and advisors can agree on, it’s that we’re experiencing some serious stock market volatility. In mid-May, the S&P 500 briefly dipped into a 20% bear market before recovering later in the week. But, the questions remain: What’s next? And when does the market recover? In this post, I hope…

Tax Day 2022

Don’t Botch Your Tax Return

By Colin Gerrety, CFP®, CIMA® | February 17, 2022

There are few things more nerve-racking than receiving a letter from the IRS about a prior tax filing. You know the letter, stating you owe more in tax than you thought with barely any explanation as to why? In our experience at Glassman Wealth, there are a few ways to avoid this. Every spring, taxpayers…


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