It Was the Best of Times, It Was the Worst of Times.

Randy Beeman International, Economic Update, Coronavirus Leave a Comment

The title of this article is a portion of the opening chapter from A Tale of Two Cities by Charles Dickens. More completely it reads, “It was the best of …

Common Cent$ for Your Money: Sell in May and Go Away

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 …

Common Cents About Your Money: Mid-Year Update

Glass Jacobson Wealth Advisors Personal Finance Leave a Comment

  Listen to our insightful episode of Common Cent$ for Your Money as we delve into the age old adage, “Sell in May and Go Away.” Tune in to make …

Combat Emotional Investing: Mastering the Fear Curve

Glass Jacobson Wealth Advisors Personal Finance Leave a Comment

In the unpredictable world of investing, the “fear curve” is an all-too-familiar emotional roller coaster that leads many investors to make decisions that ultimately harm their financial health. In times …

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. …