The Anchor Bay Team is Growing

July 19th, 2019 by Jim Allen

We are pleased to announce the addition of a new investment advisor, Tony Mancini, to Anchor Bay Capital. Tony’s practice is located in Palm Springs and will serve as the latest Anchor Bay location in addition to our offices in Carlsbad and Tustin. Anthony (Tony) J. Mancini began his career in 1986 with a large brokerage house after a very


The Anchor Bay Capital Motto: “Be Prepared”

July 9th, 2019 by Jim Allen

Ok, so I stole this from the Boy Scouts. But, as a father of an Eagle Scout, a former scout leader and Boy Scout myself, I figured it isn’t a big deal to appropriate their slogan. Plus, it certainly applies to the world of financial planning. Part of “Being Prepared” was to make sure you that always took “The Ten


Portfolio Manager Commentary

June 27th, 2019 by Jonathan Chatfield, CFA

Our outlook at the moment is “cautious”. Many factors are leading us to take this approach with our investment portfolios: • The Trump administration ratcheted up tensions with Iran by threatening retaliation against the alleged Iranian shootdown of a U.S. drone over international waters. • U.S. Treasury yields are down in anticipation of a rate reduction expected at the next


Taxes: Bad for the Economy, Good for the Soul?

June 21st, 2019 by Tanner Wrisley

Just about every human on earth is affected by taxes in some way. In the U.S., taxes have long been at the core of political disagreement and are very much a point of contention today. But what are their true implications on markets and the economy? One thing to keep in mind, taxes impact society in more ways than just


Washington Report

June 12th, 2019 by Jim Allen

Last week I had the opportunity to travel to Washington DC to meet with members of Congress on behalf of the Financial Planning Association of CA and also advocating for the clients we serve. We spent two days meeting with the offices of Senators and Representatives from California. So here is a recap of some of the important items we


Social Security Retirement Benefits – Read the Fine Print

June 3rd, 2019 by Jim Allen

Social Security retirement benefits are an important part of most people’s retirement income plan. In fact, according to the Social Security Administration, it often accounts for 40% or more of a retiree’s income. Social Security provides some very important benefits to retirees: it is guaranteed for life (plus your spouse’s if married), it provides a cost of living adjustment so


Estate Planning is Not Just for the Rich

May 17th, 2019 by Jim Allen

Thinking about death is an uncomfortable topic for most people. Then, when you phrase it as “estate planning”, most people just say “well that is for wealthy people” and rationalize that they do not need to do it. The reality is that everyone needs to plan for what happens with their eventual death or incapacity. While the truly wealthy may


Portfolio Manager Commentary

May 10th, 2019 by Jonathan Chatfield, CFA

China Jitters. This past week, worries about trade tensions with China have elevated stock market volatility. President Trump announced tariffs on $200 billion in Chinese goods will rise from 10% to 25% at 12:01 am on Friday, May 10th, due to a lack of commitment by China. China appeared to be backtracking on key agreements concerning intellectual property rights and


Pardon Our Dust…

May 10th, 2019 by Anchor Bay Capital's Investment Team

We have moved to a different suite in our office building while the remodel of our office is in progress. We expect to be in the temporary space for the next four to six weeks and we look forward to giving you a tour of our upgraded space on your next visit.   Sincerely, The Anchor Bay Team


Building Your Retirement Income Pyramid

May 6th, 2019 by Jim Allen

One of the biggest concerns we hear from clients that are thinking about the transition to retirement is “How am I going to replace my paycheck? “ This is a major point of stress for pre-retirees and retirees and there isn’t always a clear cut solution. In some ways, creating retirement income is like a giant jigsaw puzzle where all


* indicates required