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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The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Retirees traveling abroad need to know that their health insurance travels with them.
The uncertainties we face in retirement can erode our sense of confidence.
Purchasing homeowners insurance is critical for protecting your home.
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding how a stock works is key to understanding your investments.
A look inside the U.S. government's statistics on household net worth.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.
How will you weather the ups and downs of the business cycle?
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.