Glassy Mountain Advisors Blog
Market analysis, industry trends, and helpful information
While it is often overlooked until later in life, a well-constructed estate plan is a vital part of a holistic financial plan. An estate plan involves arranging for the management and distribution of one’s assets after death or incapacitation. R…
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May 16, 2024 Everyone Should Have an Estate Plan
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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Apr 17, 2024 Quarterly View: April 2024The U.S. economy showed signs of health in the first quarter as employment remained strong, despite the Fedâ€â€¦
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Feb 4, 2024 Cybersecurity Tips to Protect Your WealthAs the financial industry becomes increasingly reliant on technology, digital transactions, and online banking…
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Jan 10, 2024 Quarterly View: December 2023
Stocks surged in the fourth quarter of 2023, defying most predictions, and the S&P 500 index ended the yea…
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Dec 1, 2023 R.I.P. Charlie MungerLegendary investor Charlie Munger died this week, just shy of his 100th birthday. A highly respected and succe…
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Dec 1, 2023 Budgeting App Mint is Shutting Down: Here are Some AlternativesAs part of our financial planning process, we encourage our clients to utilize technology to help organize and…
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Oct 26, 2023 Teaching Financial Literacy to Teenagers          With the increasing complexity of the modern financial world, it is critical that we equi…
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Oct 3, 2023 Homeownership vs. Renting: Navigating the Current Interest Rate EnvironmentFor many Americans, homeownership is a pillar of the American dream and often represents financial success and…
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Aug 25, 2023 Saving for College Through 529 PlansAs the cost of higher education continues to rise, parents and grandparents are increasingly seeking effective…
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Jul 11, 2023 Quarterly View: July 2023
Persistence and Resilience The U.S. stock market continued to climb in the second quarter of 2023, prevailing …
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May 22, 2023 Optimizing 529 Withdrawals During and After CollegeCongratulations to all the new graduates of 2023! After years of saving and investing in a 529 plan, it is f…
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Apr 14, 2023 Quarterly View: April 2023
A Good Quarter for Stocks, Despite the Turmoil Stocks climbed in the first quarter, despite regional bank coll…
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Apr 4, 2023 How Will Secure Act 2.0 Impact You?Signed into law by President Biden in December 2022, the Secure Act 2.0 provides sweeping changes that will en…
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Mar 16, 2023 Silicon Valley Bank, the Markets, and Your PortfolioSilicon Valley Bank, the Markets, and Your Portfolio If you have been watching the news the past few days, you…
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Jan 11, 2023 Quarterly View: January 2023
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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Oct 14, 2022 Quarterly View: October 2022
More Market Blues Stock market woes continued in the third quarter of 2022 as the issues that previously spook…
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Jul 15, 2022 Quarterly View: July 2022
All About Earnings We are now halfway through 2022, which is proving to be a challenging year in the markets. …
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Jun 16, 2022 Has the Market Bottomed?The S&P 500 index officially entered bear market territory this week, having fallen more than 20% since it…
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Jan 13, 2022 Quarterly View: January 2022
Broken Records Ever since the pandemic-induced downturn in early 2020, the market has maintai…
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