Welcome to Oceanside,
Oceanside Advisors was founded in 2012 and became a registered investment advisor in 2014. Located in Charleston, our team is dedicated to helping clients construct detailed financial plans to achieve long term success. We are grateful for the many friendships we have developed with clients over the years. Here at Oceanside, we want to make investing enjoyable, and help achieve your goals together.
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Through years of experience, we have observed the effects of fear, greed, lack of discipline, groupthink, and many other pitfalls that investors experience. Accordingly, we have compiled this list of Seven Principles of Long-Term Investing. These are by no means exhaustive, nor will they guarantee investment success, but we hope that you will find them useful in helping you make investment decisions.
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A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Technology tips to make your next trip even better.
Term insurance is the simplest form of life insurance. Here's how it works.
Knowing your options when a CD matures can help you make a sound investment decision.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
What if instead of buying that vacation home, you invested the money?
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.