The Anchor Bay Team is Growing!

March 18th, 2019 by Jonathan Chatfield, CFA

Please join us in welcoming our new team members. Jonathan L. Chatfield, CFA Senior Portfolio Strategist Jon has served in Portfolio Management, Investment Analyst, and Compliance roles over his 25+ year career in the investment management business. He has worked for Registered Investment Advisory firms in Santa Barbara, San Diego, Dallas, Denver and St. Petersburg, FL, and has experience managing

A “Goldilocks” Economy For Now

March 15th, 2019 by Jonathan Chatfield, CFA

At this juncture we seem to be in a “Goldilocks” economy – not too hot, not too cold.  While economic growth continued at a more robust pace in 2018, as the benefit of lower tax withholdings on employee wages resulted in increased consumer spending throughout the year, it has now moderated, easing pressure on the Fed. Meanwhile, inflation remains tame

The Retirement Reality Timeline

March 6th, 2019 by Jim Allen

It’s Time to Get Ready for Retirement As you approach your mid-fifties there are some important milestones to be aware of as it pertains to getting ready for retirement. Whether it is your IRA or 401(k), Social Security, or Medicare here are some important dates you should know: Your 50’s 50 – You are eligible to make additional “catch up”

It Isn’t Too Late to Save on 2018 Taxes

February 8th, 2019 by Jim Allen

With income tax filing season rapidly approaching, there is still time to consider planning opportunities that may be available to lower your tax bite come April 15th. Deduction Opportunities  One of the most significant planning opportunities that is still available for 2018 is the ability to contribute to an IRA. Even though 2018 has passed, you can make a 2018

Market Update 12/18/18 & Holiday Hours

December 18th, 2018 by Anchor Bay Capital's Investment Team

Market Update 12/18/2018   A number of economic pressures have caused a continued increase in market volatility. There has been a slowdown in global growth which has some investors worried. China, the world’s second largest economy, is slowing and trade relations with the U.S. are still strained. Additional pressure is being applied by the Federal Reserve’s intentions to raise interest

Post-Midterm Elections: Market Expectations Timeline

November 9th, 2018 by Matt Large

The midterm elections are over. The Democratic Party took over majority control in the House while the Republican Party strengthened its majority in the Senate. For the most part, these were the expected outcomes. Now that we have these results, what will it mean for the market and what we can we expect the rest of the year and moving

October News

October 5th, 2018 by Scott Spiering

Admin 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 Wrisley

Both 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 Team

We 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 Team

Improving 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

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