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Investing in Rental Real Estate

October 31, 2018 by Parkside Advisors

Clients have been asking us to help them consider the pros and cons of purchasing rental real estate. We created an Excel model to evaluate opportunities.

Filed Under: Investment Management

Are you withholding for taxes at the proper level in 2018?

October 3, 2018 by Parkside Advisors

Are you withholding for taxes at the proper level in 2018? The Tax Cuts and Jobs Act (TCJA) made significant changes to the tax rules and double checking may avoid possible penalties.

Filed Under: Tax Planning

Opportunity Development Zones

September 5, 2018 by Parkside Advisors

Part of the new tax law designates 8,000 low-income areas throughout the U.S. as Opportunity Development Zones. What our clients need to know about the tax benefits and potential social impact opportunity.

Filed Under: Investment Management, Tax Planning

2017: 9 Experts, 4 Surprises and 1 Million Dollar Bet

February 16, 2018 by Parkside Advisors

In January 2017, experts agreed on a few high-level financial predictions. By the end of 2017, it was clear that they were wrong on all counts.

Filed Under: Investment Management

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

January 8, 2018 by Parkside Advisors

Bitcoin and other cryptocurrencies are fairly new, but the recent value surge of bitcoins has led to increased media attention. Still, should you invest?

Filed Under: Financial Planning, Investment Management

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

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