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Monkeys Throwing Darts (and Why the Monkeys Have Been Losing Lately)

August 9, 2017 by Parkside Advisors

Have you ever heard that a blindfolded monkey throwing darts at a page of stocks would do better than a human at picking winners? There’s some truth to this.

Filed Under: Investment Management

Playing Catch-Up with Your Retirement Planning

June 19, 2017 by Parkside Advisors

If you’re anxious about the status of your retirement planning, we have some tactical advice to put your mind at ease.

Filed Under: Financial Planning, Retirement

When Should I Start Getting Serious About Retirement?

May 3, 2017 by Parkside Advisors

When is the best time to get serious about retirement planning? Audrey Grubman breaks down the retirement planning timeline.

Filed Under: Financial Planning, Retirement

Good, Better, Best – Sustainable Spending Strategies for Retirement

April 10, 2017 by Parkside Advisors

The Parkside Team breaks down the most common retirement spending strategies — and the one we favor for our clients.

Filed Under: Financial Planning, Retirement

Should Your Advisor Be a Fiduciary?

March 6, 2017 by Parkside Advisors

Why some advisors have a problem with the new Fiduciary Rule developed by the DOL, and why we champion it at Parkside Advisors.

Filed Under: Investment Management, Retirement

Parkside and Vanguard: How We’re Alike and How We’re Not

February 1, 2017 by Parkside Advisors

The Vanguard 500 Index fund has strongly outperformed the majority of managers for most of the past 40 years. Here’s how Grubman is aligned with Vanguard, and how we differ.

Filed Under: Investment Management

Health Savings Accounts: The Tax-Advantaged Unicorn

November 28, 2016 by Parkside Advisors

Health savings accounts (HSAs) are one way to mitigate the effects of the ever-increasing costs of healthcare in the U.S.

Filed Under: Financial Planning

Is Your Spending Helping or Hurting Your Retirement Goals?

November 1, 2016 by Parkside Advisors

How much money will you need to retire? Answering this question is a cornerstone of the financial planning profession.

Filed Under: Financial Planning

A Terrific Way to Increase Retirement Savings

October 18, 2016 by Parkside Advisors

401(k), Roth 401 (k)... and now after-tax 401(k) options. We’ve weighed the pros and cons of each, and give you our advice on which retirement plan to choose.

Filed Under: Financial Planning, Tax Planning

The 7 Benefits of Donor-Advised Funds

September 19, 2016 by Parkside Advisors

A donor-advised fund is like a mini-foundation that anyone can set up without the expense or a lot of paperwork, and it comes with other perks.

Filed Under: Financial Planning, Tax Planning

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