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Client library

This library contains articles written by Seaside bankers addressing some of the questions and topics most commonly asked by you, our clients. Please visit the library on a regular basis, as we will continually be adding articles of interest. If you have questions about the library, please contact us.

The Saver’s Dilemma

Posted on September 19, 2014
Topic: Retirement Planning

Each generation faces its own unique investment challenges. During the inflationary 1970s, maintaining the purchasing power of income and assets was a preoccupation for both wage-earners and investors. In the first decade of this century, protecting the downside in any portfolio exposed to two of the most dramatic stock sell-offs in history (2002 and 2009)… Read More

Checking in with Your Client Advisor

Posted on
Topic: Wealth Management

Changes in your life are likely to trigger re-evaluation of your investment objectives. The job of your Seaside Client Advisor is to work with you to reassess your objectives and help direct investment selections based on changing circumstances. What Changes Are Affecting Your Portfolio? By taking stock of your current situation, you may discover you need… Read More

Building a New Home? Be Prepared

Posted on
Topic: Residential Lending

Building your dream home is exciting! However, there are many unknowns, some of which are beyond your control. How long will construction take? Will the builder complete everything according to the plan? What will the final cost be? Securing financing for your construction project is a critical step in the process — and it’s something… Read More