Quarterly Questions Archives - Glassman Wealth Services

Mutual Fund and Exchange-Traded Fund (ETF) Fees: How to take advantage of reduced fees in your portfolio

This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Mutual Fund…

Who is better for the stock market, Trump or Clinton?

This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Who is…

Department of Labor’s Fiduciary Rule: What does it mean for retirement accounts?

This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: The Department…

How the value of the dollar impacts investment portfolios

(This article has been updated as of 8/16/2018) This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our…

Higher interest rates: How am I positioned with interest rate risk?

(This article has been updated as of 8/16/18) This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our…

How are you protecting my information?

This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How…

How much do you earn on my relationship?

This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How…

How do my taxes factor into your advice?

This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How…

How are you growing your business or group?

This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How…

Are stocks overvalued?

This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Are…