Where Do We Go From Here?

March 18th, 2020 by Tanner Wrisley

COVID-19 has decimated the stock market causing temporary forced closure of businesses and individuals practicing “social distancing”. Most companies are going to see a huge loss in revenue and will

Three Tax Savvy Charitable Giving Tips

March 13th, 2020 by Jim Allen

There are many reasons for why people give to charity. Some give to share their good fortune, others as a way to remember or honor loved ones, and still others

Market Update – Coronavirus Fears Cause Market Correction

March 6th, 2020 by Jonathan Chatfield, CFA

The stock market has continued to slide as fear and uncertainty outweigh economic and business fundamentals. Although the decline in stock prices has been rapid, the 13.5% drop in the

Converting Roth IRAs For Tax Diversification

February 25th, 2020 by Jim Allen

Tax diversification is an important part of any financial plan and the Roth IRA is great way to diversify the tax treatment of your investments. Unlike the traditional IRA where

Five Life Hacks to Prepare for Retirement

February 18th, 2020 by Jim Allen

When it comes to preparing for retirement the hardest part is not whether you are financially prepared, but if you are mentally prepared. Like all major life transitions, retirement is

Why do stocks make people money?

February 11th, 2020 by Tanner Wrisley

There are a limited number of things in our world that tend to appreciate in value over time: • Real Estate • Fine Art • Precious Metals, like gold and

The Anchor Bay Team Welcomes Our Newest Financial Advisors

January 30th, 2020 by Jim Allen

Please join us in welcoming our newest Financial Advisors. Collin Clark Financial Advisor Collin joins us from Charles Schwab where he was an Associate Financial Consultant and brings several years

2020 Brings Several Financial Changes

January 16th, 2020 by Jim Allen

The start of the New Year typically brings changes to several important financial thresholds. For example, your Social Security benefits have been increased as have the amount you can put

Market Outlook: New Year – New Decade

January 8th, 2020 by Jonathan Chatfield, CFA

As the trade dispute with China seems to be moderating, the Fed in December maintained its federal funds rate target at 1.50 – 1.75%. After raising rates nine times since

The SECURE Act is Finally “Secured”

December 30th, 2019 by Jim Allen

In our September 17th article, we discussed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. After several ups and downs through the legislative process, Congress finally