December Market Commentary

December 1st, 2017 by Anchor Bay Capital's Investment Team

This month’s commentary contains:   A note from Scott Spiering, Chief Portfolio Manager Should I Invest while the Market is High? by Tanner Wrisley, Associate Portfolio Manager A note from Scott Spiering, Chief Portfolio Manager Multi-year highs have been reached across most global stock markets with many investors believing it’s a result of an economic recovery worldwide.  Corporate earnings, low

Financial Planning Friday: How the Republican Tax Bill Affects Your Financial Plan

December 1st, 2017 by Jeran Van Alfen, CFP®

As I write this, it appears that Senate Republicans are gaining momentum to pass their highly debated tax bill.  So far this year none of this administration’s main agenda has made it through Congress so the fate of this bill could have an impact on how the markets and economy respond in 2018.  If the bill does pass, it is

November Market Commentary

November 13th, 2017 by Anchor Bay Capital's Investment Team

With stock indexes higher than ever and varying opinions on how the economy will be affected by politics and policies, it is important to maintain a sound strategy that is rooted in fundamentals.  Here is this month’s update on the market and your portfolio: Some Market Perspectives: Much of the market momentum this year has been generated by corporate earnings. 

Portfolio Changes: Preparing for Stock Volatility

October 26th, 2017 by Anchor Bay Capital's Investment Team

The stock market reaching new highs has become familiar news this year and as investors we have been experiencing positive returns with very little worries.  This has been an incredible phenomenon to watch stocks have such resiliency in the midst of a very combative political climate.  Throughout the year, the trend in the stock market has been to shrug off

Financial Planning Friday: 3 Steps to take right now with your 401(k)

October 13th, 2017 by Jeran Van Alfen, CFP®

You probably received a quarterly statement recently showing your progress in your retirement plan for the last 3 months.  As you review your account balance and investment gains and losses, here are 3 items that you may want to review and adjust before the end of the year. Are you really contributing enough to your plan? This year the maximum

Financial Planning Friday: 5 Steps to Maximize Your Benefits at Work

October 6th, 2017 by Jeran Van Alfen, CFP®

It’s October which means open enrollment season for your benefits at work is approaching.  Choosing the right benefits can be intimidating for anyone, and often I get the question, “Am I doing this right?”  Since every work place is different, there is no single blanket recommendation that can be made for choosing benefits.  However, whether you are an employee at

October Monthly Investment Update

October 3rd, 2017 by Jeran Van Alfen, CFP®

It is already October!  For me it feels like this year has at times flown by and at other times just been standing still.  Hopefully this month finds you enjoying some moderate fall weather and catching your breath before the holidays.  With three quarters of the year behind us, it is a great time to evaluate progress and look at

Weekly Market Commentary 7/26/17

July 26th, 2017 by Jeran Van Alfen, CFP®

Last Week’s Market:   The S&P 500 finished up a half a percent last week as stocks continue their steady march upward for the year.  Small moves in both directions have been the norm over the last few weeks, but the S&P 500 is up 11.67% through July 21st.     Stocks have been more focused on earnings this year

Financial Planning Friday: Summer Tips for Raising Financially Smart Kids

June 23rd, 2017 by Jeran Van Alfen, CFP®

Summer is here!  At this point in June, most of us have adjusted to those younger humans that are around the house more now that school is out!  Whether you have kids that are home from college or in the early years of elementary, you are most likely getting to spend a little more quality time with them during these

Weekly Market Commentary June 15, 2017

June 15th, 2017 by Jeran Van Alfen, CFP®

Recent Portfolio Moves:   Yesterday some changes were made to your portfolio through rebalancing our models to the allocation appropriate with their overall objectives. Rebalancing simply brings your portfolio back to its desired asset mix by taking profits out of certain outperforming investments and re-investing those returns in under-performing assets. The net result restores your asset classes to their target