Active vs. Passive Investing: Tips for Your Portfolio Strategy

Here’s why we favor a longer-term outlook and a diversified portfolio over attempts to time the market.

Investment ManagementParkshore Wealth ManagementFebruary 15, 2024Market Timing, Diversification, Risk, Active Investing, Passive Investing

Helping Your Adult Child Buy a Home: A Parent’s Guide

How do you know if you should help your adult child buy a home? Here are your options and tips for deciding.

Financial PlanningParkshore Wealth ManagementFebruary 1, 2024financial planning, financial advisor, embracing change, new beginnings, personal finance

Embracing Change: Smart Financial Planning for Your Empty Nest Journey

As you embrace the new chapter of life as an empty nester, it's an ideal time to re-evaluate and adjust your financial plan. Here's a simplified guide to help you navigate this transition with confidence:

Financial PlanningParkshore Wealth ManagementJanuary 15, 2024empty nest, financial planning, budgeting, retirement, living situation, debt reduction, insurance, legacy building, investments, continuous learning, financial advisor, embracing change, new beginnings, life transition, personal finance

Real Estate Income vs. Investment Income: Apples and Oranges

We break down the pros and cons of each of these income streams.

Financial PlanningParkshore Wealth ManagementJanuary 1, 2024AGI, Taxable Income, QCD, Qualified Charitable Distribution, RMD, Required Minimum Distribution