Allan J. Proske Jr. - Managing Partner at Coastal Strategic Capital

Allan J. Proske Jr. - Managing Partner at Coastal Strategic Capital Coastal Strategic Capital is an independent, fee-based financial planning firm located in the Charleston, SC area. Member FINRA/SIPC.

***Turning Your Household into An Efficient Business Through Cost-Conscious Investment Management and Comprehensive Wealth Planning***

I come alongside professionals, families, and business owners who are serious about building wealth and protecting it. I also teach financial wellness courses for companies, organizations, and through hosted seminars. Taking a true comprehensive financial planning

approach through team-oriented work differentiates us from other firms. As an independent firm that can act in a fiduciary capacity, we believe in starting with a conversation to develop a customized plan based on what our clients are trying to achieve. Registered Representative offering securities through First Allied Securities, Inc. Advisory services offered through First Allied Advisory Services, a Registered Investment Adviser. First Allied is under separate ownership from any other named entity.115 Fairchild Street, Suite 320, Daniel Island, SC 29492 ph 843 471-1470

Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing ...
03/07/2023

Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation.

Stock prices stumbled in February owing to growing worries that the Fed would maintain its tight monetary posture in the face of continuing inflation.

Investors showed a buying mood in January with stocks rallying due to moderating inflation, a better-than-feared earning...
02/08/2023

Investors showed a buying mood in January with stocks rallying due to moderating inflation, a better-than-feared earnings season, and healthy economic data.

Stocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood.

Stocks ended a volatile fourth quarter with a slight gain, helping to repair some of the damage since the beginning of t...
01/06/2023

Stocks ended a volatile fourth quarter with a slight gain, helping to repair some of the damage since the beginning of the year. Read more to dive into the details of how the final quarter of 2022 ended.

Stocks ended a volatile fourth quarter with a slight gain, which helped repair some of the damage since the beginning of the year.

Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. Will we see...
12/08/2022

Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. Will we see a change in December?

The Dow Jones Industrial Average gained 5.67 percent, while the Standard & Poor’s 500 Index picked up 5.38 percent. The tech-heavy Nasdaq Composite rose 4.38 percent.1

Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled.
11/07/2022

Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled.

The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on 7.99 percent, while the Nasdaq Composite added 3.90 percent.1

Stocks closed lower in Q3 after a hopeful rally followed by renewed caution thanks to the Fed’s latest moves to fight in...
10/07/2022

Stocks closed lower in Q3 after a hopeful rally followed by renewed caution thanks to the Fed’s latest moves to fight inflation.

Stocks took investors on a roller coaster ride in the third quarter, with an early summer rally coming to an abrupt end after the Fed pledged to continue fighting inflation.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
09/14/2022

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

August started off promising for investors, but tough talk from Powell cooled enthusiasm.
09/09/2022

August started off promising for investors, but tough talk from Powell cooled enthusiasm.

Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
09/07/2022

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

Where will your retirement income come from? Do you know all the choices available?
08/24/2022

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Address

115 Fairchild Street Suite 320
Charleston, SC
29492

Telephone

+18434711470

Website

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