News

How To Get More Impact Out Of Schwab Impact

Every year, Schwab puts together and hosts Impact – the Super Bowl of conferences for financial advisors. For four days, they transform a city and its convention center into a…

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Glassman Wealth Chosen by Washingtonian as a Great Place to Work

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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Traditional Medicare vs Medicare Advantage Plans: Which is Best?

As our clients approach age 65, the conversation always seems to turn to Medicare. If they don’t bring it up, I do because this government healthcare program can be confusing,…

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Target-Date Funds – Is Yours Too Risky For You?

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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4 Reasons You Should Consider a Revocable Trust

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 Best Way to Minimize Taxes With Asset Location

Did you mean to say asset allocation? That’s usually the response we get from clients when we bring up asset location within their portfolio. Both asset allocation and asset location…

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Financial Advisor Top Financial Advisor Award 2015

Glassman Wealth Services is Chosen as a Financial Times 2015 Top Financial Adviser

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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Open letter to the ‘NewsBash for Breast Cancer’ Newswomen

Glassman Wealth was honored to be a part of this special event and we wear our pink proudly!

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Glassman Wealth is proud to sponsor the NewsBash for Breast Cancer

Glassman Wealth is proud to be the Premier sponsor of NewsBash for Breast Cancer 2015

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The 4 Best Financial Gifts to Give a College Graduate (Besides Money)

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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