October News
October 5th, 2018 by Scott SpieringAdmin News Jeran, our President and Director of Financial Planning for the past 3 years, will be leaving to take a position with another firm. He was offered a great opportunity and felt that it was the right decision for him and his family. We are very thankful for all the great work he did on behalf of our
Choose Your Path Wisely: Growth vs. Value
September 6th, 2018 by Tanner WrisleyBoth growth and value sound like something we want. And it is true, they are both good things to obtain if you are able to. But depending on your financial situation, one might be more closely tied to success in your portfolio than the other. The difference between these two types of stocks comes from what companies do with their earnings.
A Focus on Social Security
September 6th, 2018 by Anchor Bay Capital's Investment TeamWe are hosting a Social Security Seminar and free lunch. Please RSVP as this room will fill up. The head of the Social Security Public relations office in San Diego will be conducting a question and answer session as well as informing our guests of new SS rules instituted and pending. Please join us and feel free to invite a friend
September Newsletter
September 6th, 2018 by Anchor Bay Capital's Investment TeamImproving Our Billing Systems At Anchor Bay Capital we are constantly reviewing our systems to make sure that we are up to date and providing the best value that we can for our clients. As part of this process, we recently reviewed the way that we bill the accounts that we manage for quarterly fees and we feel that there
Stock Pricing: Apple Crosses $1 Trillion and Still Trades Lower than Many
August 3rd, 2018 by Tanner WrisleyIf 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 Anchor Bay Capital's Investment TeamMid-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
Market Performance
June 25th, 2018 by Anchor Bay Capital's Investment TeamToday’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 Anchor Bay Capital's Investment TeamSummer 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 WrisleyEconomic 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
Economic Indicators
July 6th, 2018 by Tanner WrisleyWhen 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