Tax Law Change Proposals – Take 2

October 7th, 2021 by Jim Allen

  In my June 14th article I discussed several proposed tax law changes that were part of President Biden’s “American Families Plan.” We also conducted a webinar on the proposed

Is Social Security Going Broke?

September 7th, 2021 by Jim Allen

This week, Treasury Department officials announced that the Social Security “Trust Funds” that are designated to pay Social Security benefits are now expected to be depleted by the end of

Market Outlook – 4th Quarter 2021

August 25th, 2021 by Scott Spiering

There are currently several key factors in the markets that are giving us some pause. Due to these factors, we are taking a “wait & see” stance before we make

Retirement is a Dirty Word!

August 17th, 2021 by Jim Allen

As I write this, we are approaching another Labor Day which is the unofficial end of summer. The end of summer traditionally marks a return to school, a change in

Bitcoin, NFTs and Other “Hot” Investments – Is the Time Right?

August 3rd, 2021 by Jim Allen

In my 35 years as a financial planner, I have seen a multitude of so-called “can’t miss” investments come and go. I’ll get the call about my thoughts on a

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