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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Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A letter of instruction provides additional and more personal information regarding your estate.
Lifestyle considerations in creating your retirement portfolio.
A look inside the U.S. government's statistics on household net worth.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some key concepts to understand when investing for retirement
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Are you ready for retirement? Here are five words you should consider.