Hot Off the Press – Important Tax Numbers for 2021
November 14th, 2020 by Jim AllenAs 2020 winds down, we start to look towards planning for 2021. Hopefully, next year will be a little more normal and the COVID pandemic will start to ease and
Everything has Risk, Even Your Cash!
November 6th, 2020 by Tanner WrisleyWhat is the least risky asset one can hold? Many people assume that cash is safest because the dollar is our baseline, its how we measure the value of everything
Smart Tax Strategies to Consider Before 2020 Ends
October 27th, 2020 by Jim AllenOur motto here at Anchor Bay Capital is: “It’s not what you make but what you keep that counts.” We live this motto daily and incorporate it into every aspect
The COVID Crisis has Caused a College Planning Crisis
October 14th, 2020 by Jim AllenThis year has been one like no other. The COVID pandemic has turned our everyday lives upside down, caused the tragic loss of over 200,000 lives, cratered the economy and
Market Update – Post-Election Gains May Be Muted
October 8th, 2020 by Jonathan Chatfield, CFASince our last update (August 5), certain economic indicators that had prompted us to underweight our allocations in most models have posted minor improvements and the stock market has posted
Life Insurance in Retirement – “To Keep or Not to Keep, That is the Question”
September 22nd, 2020 by Jim AllenSeptember is National Life Insurance month and is the time when we conduct annual life insurance policy reviews for our clients. Life insurance is an important component of most people’s
Who Are Your Stocks Rooting for in This Year’s Election?
September 18th, 2020 by Tanner WrisleyElection Day is less than two months away on Tuesday, November 3rd. For obvious reasons, this year has been unprecedented in many ways. On Wednesday of this week, we hit
Smart Financial Tips for Millennials
September 11th, 2020 by Jim AllenWhen it comes to your finances, it is never too early to start planning. By developing good financial habits early and using the magic of compounding, even small amounts of
House Rich & Cash Poor – Paying Off Your Mortgage
August 31st, 2020 by Jim AllenAs you near retirement, there are many things to worry about: running out of money, rising health care costs and nursing home care for example. Another big concern is “where
Health Care – Your Biggest Risk in Retirement?
August 25th, 2020 by Jim AllenHealth Care Sticker Shock For many people, health care will be the largest expense they have during retirement. In fact, according to Fidelity Benefits Consulting, a 65-year old couple retiring