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Active US Stock Pickers Continue to Underperform

September 26, 2024 by Parkside Advisors

The Wall Street Journal looked at data reported by Morningstar for the first half of 2024 and found that only 18.2% of actively managed equity mutual funds and ETFs that compare themselves to the S&P 500 index outperformed it.  That is down from 19.8% for all of 2023.

Filed Under: Investment Management

Addressing Ukraine and Stock Market Volatility with a Longer-Term View

March 18, 2022 by Parkside Advisors

We recently addressed volatility in global stock markets with our clients. Market volatility brought on by significant events such as war is always unsettling, but not uncommon historically. Notably, the US stock market has sold off between 10% to 30% several times in just the past few years— in some cases in much greater amounts than the market’s reaction so far to war in Ukraine.

Filed Under: Investment Management

Making the Most of Equity Compensation, the Qualified Small Business Stock Exclusion and Economic Opportunity Zones

March 8, 2019 by Parkside Advisors

This month the Parkside blog comes in the form of a podcast. In this recent episode of Founders and Friends, Scott Orn of Kruze Consulting interviews Parkside’s Audrey Grubman and Christina Kramlich on relevant financial topics for startup employees, founders, and investors.  As many of our clients know, Audrey has worked with startup employees since establishing the firm in the mid-90s. The podcast reviews various forms of equity compensation and discusses the reasons to understand the details of one’s compensation very early on and make a plan.   There are also some common pitfalls that founders and startup execs should keepRead More

Filed Under: Financial Planning, Investment Management, Tax Planning

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

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

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

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