How Is a Brokerage Account Different from a Retirement Account?

Through our work with clients as CERTIFIED FINANCIAL PLANNER™ professionals in Roseville, CA, we often hear the question “How is a brokerage account different than a retirement account?”

VideoParkshore Wealth ManagementSeptember 12, 2019401k, brokerage account, Investments, IRA, retirement account, Taxes

What Is Asset Location, and Why Should I Use It?

One of the considerations in developing a good portfolio is asset location.

VideoParkshore Wealth ManagementFebruary 14, 2019Investments, Taxes

I’ve Recently Changed Jobs. What Should I Do with My Former Company’s 401(k)?

If you’ve recently changed jobs and you had a 401(k) at your previous company, you’re probably wondering what to do with that 401(k).

VideoParkshore Wealth ManagementAugust 24, 2018401k, Investments, retirement, Retirement Planning

The Sequence of Returns

A look at how variable rates of return do (and do not) impact investors over time.