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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Continued Curiosity: Candace Lee, CFP®, attends the AICPA ENGAGE Conference

By Candace Lee, CFP®, EA | July 2, 2018

A common trait among our advisors and team at Glassman Wealth is curiosity. We are continuously seeking out more knowledge, discovering better ways to serve our clients, and investigating the intricacies of our interests. That’s why I knew it would be enthusiastically encouraged when I shared that I planned to attend the AICPA ENGAGE Conference…

Stop Giving Free Loans: Why You Need To Review Your W-4

By Barry Glassman, CFP® | June 22, 2018

This article was originally published on Forbes on June 17th, 2018.   If you receive an employee paycheck from your company—physical or direct deposit—you might be wondering how your company magically knows how much tax to withhold. Here’s a secret—they are guessing (estimating, really), and you might need to double check to make sure they’re right.…

Risk: The Most Important Question To Get Right

By Colin Gerrety, CIMA® | June 20, 2018

This article was originally published on Forbes on June 11th, 2018.   Investors often get hung up on the wrong questions. Should I buy more Apple stock? Should I sell this dog of a mutual fund? How will the Fed impact my bond fund this month? These questions can be important. But they pale in comparison…

Stop Sabotaging Your Portfolio

By Barry Glassman, CFP® | June 7, 2018

This article was originally published on Forbes on June 5th, 2018.   When it comes to their portfolio, investors might just be their own worst enemy. Of course they’re not intentionally sabotaging their success, but the evidence shows it’s still happening. In 2017, the stock markets seemed indestructible, and many investors felt that way as money…