Stock Pricing: Apple Crosses $1 Trillion and Still Trades Lower than Many

August 3rd, 2018 by Tanner Wrisley

If you are going to invest in stocks, it is important to know how their pricing works. Understanding what is really behind those numbers that scroll across the bottom your favorite business news station, helps one make more informed investment decisions. And how come stock price is not directly correlated with the company’s size? Apple is the biggest company in


July 2018 Newsletter

July 6th, 2018 by Jeran Van Alfen, CFP®

Mid-Year Check In At the beginning of this year, we posted an article titled: 5 Steps to Achieve Your Financial Goals in 2018.  This article outlined an exercise to help someone get focused on what they want to accomplish financially and take action.  Here we are at the mid-point of the year and now is a great time to take


Economic Indicators

July 6th, 2018 by Tanner Wrisley

When asked about the health of the U.S. economy, people tend to respond in very simplistic terms. One might say the economy is doing “well” or the economy is doing “poorly”. This response generalizes the way people feel about their economic situations. But what if we could actually measure the status of our economy with certain metrics? We can! Kind


Market Performance

June 25th, 2018 by Anchor Bay Capital's Investment Team

Today’s Market Performance We felt that it would be worthwhile to send out a communication regarding today’s market volatility. As of today, the market as a whole, is down for the year.  While market performance is important to be aware of, your actual portfolio performance will vary from the overall market.  If you have not accessed your client performance portal


June Newlsetter

June 8th, 2018 by Jeran Van Alfen, CFP®

  Summer is here!  If your household is like mine, I am sure that the calendar is filling up quickly with Summer activities to enjoy now that the kids are out of school!  As you plan to have fun with your children or grandchildren, don’t forget to consider planning for the future.  Below you will see a link to a


Unemployment is Low, Really Low

June 8th, 2018 by Tanner Wrisley

Economic health is an extremely important factor with regards to financial markets and portfolio performance, this is no secret. So what is going on in the economy now? Not unemployment! The unemployment rate was calculated at 3.8% at the end of May, the lowest it has been since the 1970s. Since October of 2009, unemployment has been on a steady


May Newsletter

May 4th, 2018 by Jeran Van Alfen, CFP®

It’s May which means most of us are busy with Spring cleaning projects or end of the school year activities.  It is definitely a busy time of the year and it is no different here at Anchor Bay.  This month there are several items that we want you to be aware of.  Please read on to get up to date


Markets Working on Lateral Movement

May 4th, 2018 by Tanner Wrisley

On January 26th of this year, the S&P 500 hit an all-time high of 2,872.87. We have since come down from there with the market trading in a range from around 2,600-2,800.  Leading up to the end of January, the equity market had risen about 52% in almost two years, while maintaining record low volatility.  Before that were seven more


Choosing the Right Credit Card

May 4th, 2018 by Jeran Van Alfen, CFP®

Do you have a balance on a credit card that is aggravating you?  You are not alone.  The U.S. as a whole is faced with a huge stockpile of credit card debt. As of 2017, the average balance for every household utilizing a credit card was $15,983[1].  With credit being so accessible and our increasing appetite as consumers, it is


April Newsletter

April 9th, 2018 by Jeran Van Alfen, CFP®

It’s April which means Spring has arrived and the flower fields are in full bloom here in Carlsbad. It’s a great time of year and here by the beach many people are becoming more active as the daylight gets longer. This includes Anchor Bay as last weekend our team had a great time running in the Del Mar Mud Run. This


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