The SECURE Act

Jan 10, 2020 | Financial Planning

Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a...

Looking Back on 2019

Jan 10, 2020 | Investing

It was a little more than one year ago that stocks were in the midst of a steep sell-off, which shaved nearly 20% off the S&P 500 index over a three-month period. In fact, we experienced the worst Christmas Eve trading day in the history of our market. At the same...

Rebalancing

Dec 5, 2019 | Investing

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

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...

Year End Checklist

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...

Tax Loss Harvesting

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...

The Randomness of Global Equity Returns

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...