Market Volatility

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing....

2020: What Documents Do I Need To Keep?

As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these...

Election Years, Politics and Market Returns

2020 is a Presidential election year and things are heating up already. Often times, people ask if there are any changes that need to be made because of the election year. Please find some great data around market returns and election years. As you can see, our market...

2020 Annual Financial To-Do List

  Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about your goals!  Here are a few ideas to consider as you plan the year ahead: Can you...

The SECURE Act

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

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

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...

Year End Checklist

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

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...