Equity markets posted positive returns around the globe in the first quarter of 2019. Looking at broad market indices, US equities outperformed non-US developed and emerging markets. Small caps outperformed large caps in the US and non-US developed markets, but underperformed in emerging markets. Value stocks generally underperformed growth stocks in all regions. Our report reviews the data.
Making the Most of Equity Compensation, the Qualified Small Business Stock Exclusion and Economic Opportunity Zones
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
Investing in Rental Real Estate
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.
Opportunity Development Zones
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.
2017: 9 Experts, 4 Surprises and 1 Million Dollar Bet
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.
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
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.
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.
Questions to Ask a Potential Financial Advisor
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