Investment Strategies Archives - Glassman Wealth Services

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

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…

Considerations of Owning Stock Options and Company Stock

Companies have found a clever way to both supplement employee compensation and encourage productivity/loyalty: the use of stock options. In a broad sense, stock options are a valuable way that…

Which Is Better – Traditional or Roth Retirement Accounts?

One of the most common retirement planning questions we receive from clients of all ages revolves around traditional and Roth retirement accounts. In this post, we’ll provide some of the…

Five Top Resources to Help You Become a Better Investor

Investing today can be a frightening concept. Young professionals are finding themselves thrust into a world of finance, yet unprepared to make the decisions that are right for them. While…

Dimensional Funds Says That This Investment Allocation Change Is No Biggie

This article was originally published on Forbes on December 10, 2019. Like many investment managers who look to diversify clients’ stock holdings, Glassman Wealth Services has an allocation to…

Emerging Markets: A Safe Haven for Asset Allocators?

This article was originally published on Forbes on June 9th, 2019. There’s a surprising asset class that has held up a lot better than the U.S. stock market through…

Big Tech May Be Under Attack- Can They Keep Their Scale, And Use It For Good?

This article was originally published on Forbes on June 6th, 2019. Facebook’s ad business is under attack on several fronts: starting with privacy concerns which led to congressional testimony…

Asset Allocation Versus Asset Location?

When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors…

Three Reasons Your Financial Advisor Should Be Reviewing Your Tax Return

This article was originally published on August 7th, 2017, and updated due to recent changes in the tax code as of July 18th, 2018. One of the first questions we tend…

Risk: The Most Important Question To Get Right

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…