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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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
It's important to make sure your retirement strategy anticipates health-care expenses.
Earnings season can move markets. What is it and why is it important?
Understanding the value of a home warranty.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A quick look at how federal income taxes work.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The decision whether to buy or rent a home may have long-term implications.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are five facts about Social Security that might surprise you.