Nov 14, 2019 | Philanthropy
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...
Nov 8, 2019 | Financial Planning, Questions & Answers
As the end of another year is right around the corner, we would like to take this opportunity to remind you of several strategies to help you save money and keep your financial house in order. Maxing out your employer sponsored retirement plan? The maximum...
Oct 24, 2019 | Financial Planning, Taxes
It might seem counterintuitive but owning an investment with a loss can be beneficial – at least from a tax perspective. To illustrate, consider the mentality of car ownership for those of us who aren’t “car people.” That is, we don’t care much about make, model, or...
Oct 24, 2019 | Economy & Markets
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies...
Oct 3, 2019 | Economy & Markets
There’s a misconception in the markets: value stocks have lost their vigor. Value stocks have underperformed growth stocks over the past decade. In the US, the annualized compound return has been 12.9% for value stocks, or those trading at a low price relative to...
Oct 3, 2019 | Active vs. Passive, Economy & Markets, Questions & Answers
For those of you who missed our event last evening with Weston Wellington, we thought we would take this opportunity to highlight several key points of the presentation. Weston Wellington is Vice President of Dimensional Fund Advisors, a 45-year veteran of the...
Sep 18, 2019 | Economy & Markets, Market Timing
The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings....
Sep 5, 2019 | Financial Planning, Questions & Answers
The rules around Social Security are complex and continually changing. In Part III of our series on Social Security, we would like to address some of the questions that we are frequently asked that were not covered in Parts I and II. Are...
Aug 29, 2019 | Financial Planning, Questions & Answers
Adopted in the 1930s, Social Security is known as the Old Age, Survivors and Disability Insurance (OASDI) program. The program was born largely as a result of the Great Depression and was intended as a supplement to...
Aug 13, 2019 | Financial Planning, Investor Behavior, Questions & Answers
Weston Wellington, a Vice President with Dimensional, is one of the firm’s market research experts. He works closely with financial advisors in the US, Canada, Europe, and Australia, showing them how a research-based...
