Roth IRA Conversion in the Era of COVID-19

Is it right for you? The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating,...

Long-Term Investors, Don’t Let a Recession Faze You

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began. With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some...

A Transformed Investor’s Reaction to Coronavirus

By Dave Goetsch Executive Producer, The Big Bang Theory The news is full of stories about the coronavirus. It’s scary. My 10-year-old son came home from school today worried about it. We don’t know how many people this will infect, nor how it will impact the world...

Rebalancing

The Right Way to Buy Low and Sell High Buying low and selling high is the goal of all investors.  Unfortunately, volumes of data have proven that there is no reliable way to time the market (whether that be at the asset class, fund, or individual stock level). It is...

Holiday Baskets Donation Drive

          Join the Seaside Wealth Management Team as we spread a little holiday cheer! To celebrate the upcoming holiday season and to give back to our community, the Seaside Wealth Management team will be hosting a donation drive in support...