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 …

Is It Time To Be Greedy or Fearful?

Glass Jacobson Wealth Advisors News, Personal Finance Leave a Comment

The equity market (as measured by the S&P 500) recently hit a new all-time high and came within spitting distance of hitting the 5,000 level for the first time ever. …

2024 Tax Planning Guide

Glass Jacobson Wealth Advisors News Leave a Comment

Plan the year ahead carefully and with confidence with our tax planning guide for 2024. Our guide contains information for individuals, families, retirement, and illustrates different brackets. Download the guide …

A Look Back, and Forward

Randy Beeman News Leave a Comment

As we enter the New Year, I think this is a good time to take stock of the year that was, and try to get a sense of how the …

Global Market Commentary – A Better March

Glass Jacobson Wealth Advisors Glass Jacobson News, Tax Planning For Individuals Leave a Comment

U.S. Markets Mostly Up in March Most stock markets in the U.S. and around most of the world advanced in March, in very stark contrast to February, when almost all …