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Occasionally we meet with potential clients and it’s just not the right fit. Perhaps our investment philosophies are not aligned, or they don’t meet our $2 million of investable assets…
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As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” And if you own your own business or earn income from…
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Jim and his wife had a falling out. During a lengthy legal process, their divorce was not yet finalized when Jim passed away suddenly. He assumed his house, bank account,…
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Check out our updated 2018 list here! One of the core foundational principles of our firm is transparency, and I’ve previously written articles about how important transparency is in business and in life.…
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Election day is over, and the world after waiting with bated breath is starting to exhale. One of the biggest questions on everyone’s mind right now is what’s going to…
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Glassman Wealth Services is chosen for the second time this year as a Best Place to Work in the DC area by the Washington Business Journal, and now, Washingtonian. Learn why…
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Target-date funds are not all created equal. We compare the risk and return of over 30 target-date funds. The results will surprise you!
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A revocable trust is considered a more effective estate planning tool than just a Last Will and Testament for several reasons. Here’s why you should consider putting one in place.
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The Financial Times released their list of Top Financial Advisers for 2015 and Glassman Wealth is honored to be in the top six Registered Investment Advisor (RIA) firms out of 25 selected in Virginia.
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Want to give your grad valuable financial advice that will last a lifetime? This article is full of resources to help them learn to invest, save, and create wealth.
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