Health Savings Accounts – The Tax Planning All-Star

July 23rd, 2021 by Jim Allen

When it comes to saving on taxes, the “Holy Grail” is a vehicle that is considered triple tax free. This means that:  (1) contributions would be tax deductible, (2) earnings

Ants & Grasshoppers – an Aesop’s Financial Fable

July 9th, 2021 by Jim Allen

Aesop was a Greek storyteller who lived 2500 years ago and is known for his “Fables” or short stories that usually have some moral associated with them. While many of

A Message from our Founder and Chairman Scott Spiering

June 24th, 2021 by Scott Spiering

When I started Anchor Bay Capital almost 30 years ago, my goal was to build a firm that would take care of my clients for their lifetimes. Our firm’s mission

Are Tax and Retirement Law Changes on the Horizon?

June 14th, 2021 by Jim Allen

With a new President and Congress in place, and the COVID pandemic appearing to finally wind down, attention is now being focused on new tax legislation. The financial media has

Market Update – 1st Quarter Review and Outlook for a Post-Pandemic Economy

May 20th, 2021 by Jonathan Chatfield, CFA

As the US ramped up its Covid-19 vaccination campaign, stocks rallied strongly in the first quarter. The S&P 500 posted a solid 5.77% gain. Bonds, meanwhile, were down as inflation

New Tax Law Provides Some COVID Relief

March 16th, 2021 by Jim Allen

As you were likely aware, President Biden & Congress have been working on a major piece of tax legislation to provide financial relief to individuals impacted by the COVID pandemic.

Reddit/Gamestop Trading Frenzy: What Have We Learned?

February 16th, 2021 by Tanner Wrisley

A few weeks ago, the stock market saw a number of meteoric rises from a number of specific retail stocks. These companies had no new news or change in outlook

For Social Security Planning- Both the Tortoise and the Hare Can Win

February 5th, 2021 by Jim Allen

One of the major financial decisions people nearing retirement must make is when to turn on their Social Security benefits. There isn’t one set age like there is for Medicare,

For Your Financial Plan- Be Like Gumby

January 26th, 2021 by Jim Allen

When it comes to financial planning, being flexible is the key to long term success. Whether you are a pre-retiree or recently retired, you are potentially facing a 25-to-35-year retirement.

What’s New in Tax for 2021

January 13th, 2021 by Jim Allen

  As we ring in a new year, we want to remind you of some tax law changes for 2021. While there were several significant pieces of tax legislation last