Bitcoin and other cryptocurrencies are fairly new, but the recent value surge of bitcoins has led to increased media attention. Still, should you invest?
Monkeys Throwing Darts (and Why the Monkeys Have Been Losing Lately)
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.
Playing Catch-Up with Your Retirement Planning
If you’re anxious about the status of your retirement planning, we have some tactical advice to put your mind at ease.
When Should I Start Getting Serious About Retirement?
When is the best time to get serious about retirement planning? Audrey Grubman breaks down the retirement planning timeline.
Good, Better, Best – Sustainable Spending Strategies for Retirement
Dillon McGill, CFP® breaks down the most common retirement spending strategies — and the one we favor for our clients.
Should Your Advisor Be a Fiduciary?
Why some advisors have a problem with the new Fiduciary Rule developed by the DOL, and why we champion it at Parkside Advisors.
Grubman and Vanguard: How We’re Alike and How We’re Not
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.
Health Savings Accounts: The Tax-Advantaged Unicorn
Health savings accounts (HSAs) are one way to mitigate the effects of the ever-increasing costs of healthcare in the U.S.
Is Your Spending Helping or Hurting Your Retirement Goals?
How much money will you need to retire? Answering this question is a cornerstone of the financial planning profession.
A Terrific Way to Increase Retirement Savings
Many employer plans now contain both a regular 401(k) plan and a Roth 401(k) option. The regular 401(k) allows an employee to defer up to $18,000 of compensation in 2017 ($24,000 for folks age 50 or older) before taxes. The benefit of regular contributions is that you reduce your taxes at the time of contribution, allow the earnings in the plan to compound over time, and defer taxes until you withdraw funds during retirement, when you will possibly be taxed at a lower rate. Contributions to a Roth 401(k) are made after-tax, i.e., contributions do not reduce your taxable income/taxesRead More