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Learning Center

The Seaside Learning Center is an educational forum where thoughts, ideas and information is shared with our clients, Seaside Professionals and with the communities we serve.

Data Security

According to a poll from, 9 in 10 Americans have taken at least one big data security risk in the past year. There are a few common habits that can increase the risk of identity theft.

When Should You Outsource?

Small, midsize and large businesses use outsourcing in varying degrees to meet their needs, and it can be a smart move even when you’re focused on controlling costs. There are situations when outsourcing can save time and help you stay within budget. Being able to recognize those opportunities and bring in the right vendors can position your business for growth.

Preparing for the 'What Ifs' in Life

You never know what the future may hold, and the COVID-19 crisis adds another layer of uncertainty. In times like this, it becomes clear how important it is to have your affairs in order. Contemplating end-of-life concerns can be overwhelming at first, but knowing you are prepared can provide peace of mind.

5 Smart Moves for Surviving Market Volatility

Investing in the stock market can be a wild ride at times. No one knows for sure what will happen next, but knowing how to handle stock market volatility can help you stay on track. The following investing principles can help you manage your investments in changing market conditions.

Smart Money Moves to Make in Uncertain Times

With COVID-19 bearing down on the U.S. and the global economy taking a beating, millions of workers have lost their jobs and are facing difficult decisions. Many are feeling stressed to the max about their financial security. Here are some steps you can take to protect your money in uncertain times.

Look Beyond Past Performance

Are you thinking about adding to your portfolio or changing your lineup of investments? It’s wise to look under the hood and make sure you know what you’re getting before choosing an investment.

Don’t Shortchange Your Investing Potential

No one likes to lose, especially with money. But if you have a tendency toward “loss aversion," you may be missing out on significant financial gains. Consider these alternative approaches to investing.

4 Financial Factors to Review Annually

Many people use tax season as an opportunity to review their finances. But if you’ve never done a financial review before, you might not be sure where to begin. To get you started, here are a few financial items you should review each year.

Shedding Light on Retirement Plan Fees

If you participate in a voluntary retirement savings plan at work (such as a 401(k) plan) your account statement provides more information than you may be aware of. All employer-sponsored retirement plans involve fees and you’ve been paying them, whether you knew it or not.

Safe and Sound

Bankers are in a risk management business that operates on substantial leverage of capital and it seems we too periodically must re-learn the old and well-established banking axioms of managing risk: credit, operational, interest rate, liquidity, price, compliance, reputational and strategic.