Parkside Advisors

Independent Investment Management

  • Our Firm
  • Our Services
    • Financial Planning
    • Investment Management
      • Core Investment Strategy
      • Sustainable and Socially Responsible Investing
      • Customized Portfolios
    • Tax Planning
  • Our Team
  • FAQs
  • Blog
  • Client Portal
  • Contact

Should Your Advisor Be a Fiduciary?

March 6, 2017 by Audrey Grubman

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

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

February 1, 2017 by Audrey Grubman

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 Dillon McGill

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 Dillon McGill

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 Audrey Grubman

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

Filed Under: Financial Planning, Tax Planning

The 7 Benefits of Donor-Advised Funds

September 19, 2016 by Audrey Grubman

A donor-advised fund (DAF) is like a mini-foundation that anyone can set up without the expense or a lot of paperwork. For our clients, it can be a great way to donate to charity without hassle, but it comes with other perks. First, how a donor-advised fund works: Through a custodian such as Fidelity or Schwab, you set up your DAF and deposit money or appreciated assets into it. You then direct the fund to distribute cash to any qualified non-profit organization, such as the Sierra Club or Doctors Without Borders. Why donor-advised funds are great, in my opinion: YouRead More

Filed Under: Financial Planning, Tax Planning

Medicare Enrollment: Avoid the Pitfalls, Take the Opportunities

September 2, 2016 by Audrey Grubman

If you’re like many people, the information you receive about Medicare through the mail, from insurance agents, or by talking with friends, family, and co-workers can be confusing. And the abundance of conflicting information can leave you anxious, worrying that you could do the wrong thing—or nothing at all—and miss a key enrollment period or incur penalties forever. Here are some common misconceptions we’ve come across: “I should wait until Open Enrollment in the fall to sign up for Medicare.” “I received a brochure that says I HAVE to enroll at age 65.” “If I have health insurance through myRead More

Filed Under: Financial Planning

Questions to Ask a Potential Financial Advisor

August 22, 2016 by Audrey Grubman

When you’re in the market for a financial advisor, you want to find one that’s going to be a perfect fit for the long run. Your relationship with your financial advisor is key to your financial health, success, and peace of mind. At Parkside Advisors, we are keenly aware that a good client-advisor relationship is crucial for long-term success. We invite you to interview us before you commit to our services. And even if we do not turn out to be the right fit, we are happy to provide some guidelines for choosing a financial advisor. Here are a fewRead More

Filed Under: Financial Planning, Investment Management, Tax Planning

Active Versus Passive Investment Management—Our Philosophy

August 8, 2016 by Audrey Grubman

There’s an experiment I love to use to explain why Parkside Advisors practices passive management as an investment philosophy. When a group of people is shown a large jar of jellybeans and asked to guess how many jellybeans are in the jar, it’s rare that anyone nails the exact number. Some people will guess wildly high, some wildly low. Yet, if you aggregate all of the guesses and average them out, you will usually arrive at a pretty accurate number. A crowd of guessers is consistently more accurate than individuals. The same is true for investment strategy. While the commonRead More

Filed Under: Investment Management, Tax Planning

Are Robo-advisors as Worthy as Real CFP® Professionals?

July 25, 2016 by Audrey Grubman

Recently I read an article in the Wall Street Journal about the rise in use of telemedicine companies. These “direct-to-consumer” online medical services provide inexpensive diagnoses that allow consumers to avoid high co-pays or deductibles. Patients instead call an “online doctor” and describe their symptoms. The doctor then makes a diagnosis and, in some cases, prescribes medication. According to the WSJ, the American Telemedicine Association expects more than a million calls to these types of services in 2016 alone. But without access to patients’ medical histories and in-person examinations, many telemedicine companies are issuing incorrect diagnoses. In a JAMA DermatologyRead More

Filed Under: Financial Planning, Tax Planning

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • Next Page »

Tweets by ‎@parksideadv

Tweets by parksideadv

  • Important Notices | Client Relationship Summary | Part 2 Form ADV
  • Parkside Advisors 2040 Bancroft Way, Suite 300, Berkeley, CA 94704 | 510-883-1350
  • Copyright © 2021 Parkside Advisors
  • WordPress Website Development by HyperArts