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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

Medicare Enrollment: Avoid the Pitfalls, Take the Opportunities

September 2, 2016 by Parkside Advisors

How to sort through all the conflicting information you hear about Medicare, and who to ask if you have more questions.

Filed Under: Financial Planning

Questions to Ask a Potential Financial Advisor

August 22, 2016 by Parkside Advisors

When you’re in the market for a financial advisor, you want to find one that’s going to be a perfect fit in the long run. What questions should you ask?

Filed Under: Financial Planning, Investment Management, Tax Planning

Active Versus Passive Investment Management—Our Philosophy

August 8, 2016 by Parkside Advisors

The common myth is that a smart investment genius can outwit the system with his choices, but “crowd-sourced” investment is usually far more successful.

Filed Under: Investment Management, Tax Planning

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

July 25, 2016 by Parkside Advisors

Is it a good idea to use online “robo-advisors” for financial or investment advice versus a real, live CFP professional? We don’t think so.

Filed Under: Financial Planning, Tax Planning

Recommended Read: How Warren Buffett Is Beating the Hedge Funders

June 8, 2016 by Parkside Advisors

No one can argue with Warren Buffett’s investment prowess. Listen to the NPR podcast about Buffett and his $1 million passive investment bet.

Filed Under: Investment Management

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