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
Oftentimes the biggest obstacle between an individual and their success isn’t an outside factor or influence. The overwhelming scope of a goal can make many people hesitate, and that self-doubt might prevent a project from ever taking off. Success might seem impossible, and people balk at that fear of failure. Mick Ebeling proves what can…
It’s now possible to invest for basically nothing. On one side of the cost spectrum are firms like Vanguard and Betterment, who are commoditizing low-cost investing. On the other side are the old-school brokers, potentially selling expensive investment and insurance products to clients. Somewhere in the middle of the cost spectrum is the comprehensive, fiduciary…
We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. While the hard work and…
At Glassman Wealth Services, it is vital that we continue to learn from each other, our clients, and new experiences. For me, among these experiences has been becoming a member of the COO Alliance – The World’s Leading Network for the 2nd in command. Over the years I have participated in a variety of groups and board…