Will the “SECURE” Act Help Secure Your Retirement?

September 17th, 2019 by Jim Allen

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 is currently awaiting approval in Congress and may very well be signed into law this year. It has

Stock Market Demand is Changing, and We Like Where it’s Heading

September 9th, 2019 by Tanner Wrisley

There is an interesting phenomenon occurring in financial markets today. Although the trade war with China is in-fact, interesting, this is not what I am referring to. Three different circumstances

Retirement – A Labor of Love

August 29th, 2019 by Jim Allen

Labor Day is typically thought of as the informal end of summer – a last hurrah before school starts and the weather starts to change. Labor Day was created in

Inversion Confusion

August 27th, 2019 by Jonathan Chatfield, CFA

On August 14, the classic inverted yield curve (10-year treasury yields lower than 2-year treasury yields) reared its ugly head for the first time in over a decade. Since then

When to Take Social Security – the Six Figure Decision

August 15th, 2019 by Jim Allen

According to a recent research study, U.S. retirees would be able to generate an average of $111,000 more per household over their lifetime by choosing the optimal Social Security claiming

The Market is Just a Bunch of Robots

August 9th, 2019 by Tanner Wrisley

Recently, on Monday August 5th, the stock market took a large dip with the Dow Jones Industrial Average falling about 540 points or 2%. This drop came as a result

Just What the Heck is Financial Planning Anyway?

August 1st, 2019 by Jim Allen

Pretty much anywhere you go for information on finances these days, TV, radio, the internet, social media, newspapers, or books you hear about “financial planning.” It is fast becoming a

2nd Quarter Market Commentary

July 25th, 2019 by Scott Spiering

While the economy was generally positive in the second quarter, the markets were quite volatile with several ups and downs. The quarter began with U.S. stocks reaching new highs, until

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

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

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