Glassy Mountain Advisors Blog

Listen to an abbreviated version of the commentary below here:   U.S. stocks declined to start the year, …

Learn how to introduce your adult children and teenagers to your financial advisors in a way that grows and pr…

 Learn nine simple steps to prioritize, protect, and grow what you've built so you can create a legacy, invol…

Major life changes, such as a divorce, a new job, retirement, the death of a spouse, or an inheritance, can cr…

War news frequently gets investors down. Many wonder if they should sell their stocks. Find out how the stock …

Protecting your extended family's financial future requires saving money and investing wisely. This guide prov…

Check out our practical advice for Gen X and Millennials on planning and implementing a family estate plan tha…

 Charitable giving offers people a powerful way to support meaningful causes while optimizing their financial…

 Find out how wealth managers and asset managers differ, what each can do for your financial goals, and why u…

The noise from media, plus the echo chamber of friends and family who try to influence your financial decision…

Listen to an abbreviated version of the commentary below here:   U.S. stocks rose slightly in the fourt…

 Many affluent investors set goals that are too small. Find out how to think bigger and adopt a long-term vis…

The end of the year is an ideal time to review your financial portfolio and set the stage for achieving your l…

Get answers to common questions parents have about raising financially responsible adult children before they …

Listen to an abbreviated version of the commentary below here:   Stocks continued to rise throughout the …

Is retirement a finish line or the start of something new? Many people think of retirement as working for 40 y…

Think of your portfolio as a group of investments selected to support your financial plan to achieve your futu…

Glassy Mountain Advisors takes a personal approach to financial planning. We always ask our clients, often mar…

Learn how successful individuals and families in the Washington, D.C., and Bethesda, Maryland, areas can find …

Can you afford college at today’s rapidly rising costs? The truth: College is attainable with the right fina…

Learn about three wealth transfer tools that can work alongside a will to protect your family and carry out yo…

Contributing to charity can be rewarding for those with meaningful assets. Learn how to build an optimal chari…

Retirement should integrate financial confidence with personal meaning. Learn how to create a retirement full …

On July 4th, 2025, President Trump signed into law new tax-related legislation. Learn how the tax law changes …

Success at building assets doesn't always make people solid financial planners. Learn the most common financia…

Listen to an abbreviated version of the commentary below here:   Stocks rebounded during the second quart…

Listen to an abbreviated version of the commentary below here:   Stocks declined to start the year, with …

Listen to an abbreviated version of the commentary below here:   Stocks rose modestly in the fourth quart…

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Stocks continued to climb in the third quarter, with the S&P 500 rising 5.9%, including dividends, for a y…

The relationship between U.S. presidential elections and stock market performance has long been a concern for …

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Stocks rose further in the second quarter, with the S&P 500 climbing 4.3%, including dividends, and closin…

While it is often overlooked until later in life, a well-constructed estate plan is a vital part of a holistic…

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The U.S. economy showed signs of health in the first quarter as employment remained strong, despite the Fedâ€â€¦

As the financial industry becomes increasingly reliant on technology, digital transactions, and online banking…

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Stocks surged in the fourth quarter of 2023, defying most predictions, and the S&P 500 index ended the yea…

Legendary investor Charlie Munger died this week, just shy of his 100th birthday. A highly respected and succe…

As part of our financial planning process, we encourage our clients to utilize technology to help organize and…

           With the increasing complexity of the modern financial world, it is critical that we equi…

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For many Americans, homeownership is a pillar of the American dream and often represents financial success and…

As the cost of higher education continues to rise, parents and grandparents are increasingly seeking effective…

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Persistence and Resilience The U.S. stock market continued to climb in the second quarter of 2023, prevailing …

Congratulations to all the new graduates of 2023!  After years of saving and investing in a 529 plan, it is f…

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A Good Quarter for Stocks, Despite the Turmoil Stocks climbed in the first quarter, despite regional bank coll…

Signed into law by President Biden in December 2022, the Secure Act 2.0 provides sweeping changes that will en…

Silicon Valley Bank, the Markets, and Your Portfolio If you have been watching the news the past few days, you…

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Welcome, 2023! We are glad to ring in 2023, leave 2022 behind, and move into what will hopefully be a better y…

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More Market Blues Stock market woes continued in the third quarter of 2022 as the issues that previously spook…

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All About Earnings We are now halfway through 2022, which is proving to be a challenging year in the markets. …

The S&P 500 index officially entered bear market territory this week, having fallen more than 20% since it…

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Broken Records Ever since the pandemic-induced downturn in early 2020, the market has maintai…

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