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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The past year has been a rough time for the American consumer. The specter of inflation, which had not reared its ugly head in the official numbers since the early 80s, returned with a vengeance. July 2022 inflation marked an 8.5% increase over the prior year as measured by the Consumer Price Index (CPI). This…
Occasionally we meet with potential clients and it’s just not the right fit. Perhaps our wealth management philosophies are not aligned, or after establishing a net worth statement they don’t meet our $2 million of investable assets minimum. There are many types of financial advisors, Glassman Wealth isn’t right for everyone—and that’s okay! We’re committed…
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…
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 ici.org, 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…
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