Bite-sized segments providing general commentary on market activity, published after the end of each quarter.

Most people often think about their account investments when they think of their retirement but what about the account itself? In this episode of Finding Your Bench, Chris Engelman and Nelson Greene discuss some of the lesser known benefits of Roth IRAs and how they can help listeners find success in retirement.

For parents considering sending their children to college, rising prices should be top of mind. Over the last 20 years, the cost of higher education has increased nearly 180% in the US, ouch. In this episode of Finding Your Bench, Nelson Greene explores a few of the most popular strategies to help parents save for a potentially pricey college education.

Apparently we all forgot to wish the markets happy holidays last year, because they certainly haven’t been happy in the start of 2022. In this episode of Finding Your Bench, Alan Cole, Founder and President of Parkside Investments, provides his thoughts on what’s changed in 2022 (or maybe, what hasn’t changed).

Bite-sized segments providing general commentary on market activity, published after the end of each quarter. 

Between shopping, decorating, and spending time with friends and family, the holiday season tends to come and go in the blink of an eye. Despite all of the commotion, there are still opportunities at the end of the year worth exploring that can make a big impact to your wealth. In this episode of Finding Your Bench, Chris Engelman and Nelson Greene cover the most important areas to consider before we head into the new year.

Have you ever been curious about how options work? In this episode of Finding Your Bench, Todd Needlman, Vice President/Equity Derivatives Specialist, explores how options can complement a traditional equity portfolio. 

The late comedian Henry Youngman once joked, “Americans are getting stronger. Twenty years ago, it took two people to carry ten dollars' worth of groceries. Today, a five-year-old can do it.” Fast-forward to 2021 and it’s likely that you wouldn’t even need a bag for ten dollars’ worth of groceries. Unfortunately, food isn't the only item costing more today. Housing, transportation, energy, and many other items are taking a bigger bite out of your wallet because of rising inflation. In fact, in 2021 Americans saw the largest increase in inflation since 2008. In this episode of Finding Your Bench, we speak with Parkside Investments President and Chief Investment Officer, Alan Cole CFA®, to discuss if the recent rise in the cost of living is temporary or here to stay.

7 out of 10 future retirees wish they had a better understanding of Medicare according to a study by the Nationwide Retirement Institute. That’s a huge number when you realize that health care is often one of the biggest expenses for retirees. So why is it so difficult to understand? 

In this episode of Finding Your Bench, we’ve asked Jeff Goldman and Debby Riskind of Goldman and Associates to help demystify Medicare coverage for our listeners. Since 1968, Goldman and Associates has made it their mission to help educate seniors when it comes to their health care options. Listeners will have a better understanding of the four parts of Medicare, identify common gaps in coverage, and also learn more about prescription drug coverage options. With open enrollment right around the corner, this episode is a must listen for Medicare enrollees.  

In 1975, John Bogle, former CEO of Vanguard, introduced us to the index fund. This was an easy way for investors to diversify their money across companies within a given index, such as the S&P 500. Fast forward nearly 50 years and these funds now hold billi… no, trillions of dollars and make up over half of all equity fund assets. These vehicles have skyrocketed in popularity over the last decade, but will the party eventually come to an end? In this episode of Finding Your Bench, John Kearney, Portfolio Manager and Principal at Parkside investments, explores the rise of index investing in today’s markets and offers his thoughts on active vs. passive investment management.