Market Update – Stock Market Recovery and Outlook

August 10th, 2020 by Jonathan Chatfield, CFA

Against the backdrop of an economic pullback, resulting from the Covid-19 related business shutdown, the stock market has staged an impressive recovery from its March lows. After peaking February 19

Your Financial Plan Is Not Finished Unless Your Estate Plan is Up-To-Date

August 5th, 2020 by Jim Allen

Estate Planning is an essential component of your overall financial plan. It allows you to gain more control over aspects of your life both during your lifetime and after your

Should You Consider A Divorce Financial Analyst for Your Divorce?

July 24th, 2020 by Jim Allen

As the Baby Boomer generation enters or nears retirement, they are faced with the increased likelihood that their retirement years could be a very long period indeed. People in their

It’s What You Keep – Not What You Make That Counts

July 17th, 2020 by Jim Allen

Our motto here at Anchor Bay Capital is: “It’s not what you make but what you keep that counts.” We take this motto seriously to heart, which is why we

Market Timing & Individualized Investing

July 2nd, 2020 by Tanner Wrisley

The coronavirus pandemic has brought tremendous amounts of volatility to the stock market. The wild swings up and down have many investors wondering when they should deploy their money. But

Simple Estate Planning Mistakes Can Wreck Families

June 17th, 2020 by Jim Allen

Most people usually equate financial planning with investment management, but it is much more than that. Our comprehensive “Money Life” process takes a holistic approach to all aspects of your

Strategies for Staying Afloat During the Coronavirus Pandemic

May 27th, 2020 by Jim Allen

The Coronavirus Pandemic has turned out to be a once in a generation event that has affected millions of people worldwide both physically and financially. This pandemic has essentially shut

The “CARES” Act Has Been Passed – Financial Relief for Consumers Is Coming

April 6th, 2020 by Jim Allen

With the COVID 19 pandemic rapidly spreading and the entire country on lock down, Congress finally passed the anticipated financial relief legislation and President Trump has signed it into law.

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