Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory …
Investing in Qualified Opportunity Zones (QOZ) Can Reduce Capital Gains Taxes
In 2017, Congress established the Qualified Opportunity Zone (QOZ) program as part of the Tax Cuts and Jobs Act. The purpose of the new program …
2018 Year-End Market Update [December 31, 2018]
This past December has delivered an emotional news cycle where financial and political events collided to create one of the worst performing stock markets for …
Glass Jacobson | Top 150 CPA Firms by Assets Under Management
We are excited that Glass Jacobson Financial Group is listed in Accounting Today’s 2018 list of top CPA RIA firms by regulatory assets under management. …
Financial Planning for Millennials | Where To Start, and How To Secure Your Future
While the future might seem far away and your student debt insurmountable, the sooner you begin preparing for your future, the happier you’ll be. What …
Is the Past Week’s Market Volatility a Signal to Sell? [October, 2018]
During last week’s stock market sell-off, we saw a 5%, two-day drop in the S&P 500 index. But is this cause for long-term investor concern? …
