First Quarter 2024 Market Recap

Kat Garcia Personal Finance Leave a Comment

The U.S. Stock market is off to a strong start in 2024. Investors viewed the possibility of recession to be less likely, expectations about the direction of broad economic growth …

Maximizing Your Lifetime Wealth: The Power of Strategic Roth Conversions

Glass Jacobson Wealth Advisors Personal Finance Leave a Comment

When it comes to long-term investing for financial goals, it’s not just about gross returns – it’s about what you net. A significant factor affecting this net outcome is taxes. …

Common Cent$ for Your Money: Berkshire Hathaway: Buffett’s Cash Machine!

Randy Beeman Personal Finance Leave a Comment

Hello and welcome to Glass Jacobson Wealth Advisors’ second episode of our podcast, Common Cent$: About Your Money, presented by Randy Beeman, GJWA’s Director of Wealth Advisory Services. Common Cent$ …

Charlie Munger: The Architect of Berkshire Hathaway

Glass Jacobson Wealth Advisors Personal Finance Leave a Comment

Charlie Munger, Vice Chairman of conglomerate Berkshire Hathaway passed away last November, just 30 days shy of his 100th birthday. At that time, there were several articles written about his …

Closing The Gap

Andrew Wohlberg, MBA Personal Finance Leave a Comment

All owners want the same thing: Financial Freedom.  It doesn’t matter what industry they’re in, how many employees, revenue or profit amount, every owner wants—the ability to do what they …

Common Cent$ About Your Money: When Will Interest Rates Come Down?

Randy Beeman Personal Finance Leave a Comment

Welcome to the first episode of Glass Jacobson Wealth Advisors’ podcast, Common Cent$: About Your Money, presented by Randy Beeman, GJWA’s Director of Wealth Advisory Services. In this podcast, we …