5 tax questions that will help your financial plan

February 23rd, 2018 by Jeran Van Alfen, CFP®

For most of us filing taxes is a necessary evil. We get it done in the least painful way with the least amount of time taken out of our busy lives. We often have one focus: What’s the bottom line? However, this year I recommend setting aside a few minutes to really review your tax return. A quick review of the

10 Tax Deductions You Need to Know

February 9th, 2018 by Jeran Van Alfen, CFP®

You don’t need to be an expert to save money on taxes.  Our tax system provides many opportunities through credits and deductions to keep more money in your pocket.  This post will give you an understanding of the basics of tax deductions and a reminder of key deductions to get so that you don’t leave money on the table. What

The Interest Rate Effect

February 6th, 2018 by Anchor Bay Capital's Investment Team

  You hear about it all the time, and especially recently – beware, interest rates are rising! But why does this make people worried? The Fed is raising them on purpose, so how could this be a bad thing? Doesn’t this just mean I get more return on my bonds? Hopefully, I can help clear the picture some while explaining

Financial Planning Friday: How to Know Which Tax Forms You Need

February 2nd, 2018 by Jeran Van Alfen, CFP®

February is upon us!  Over the last few weeks you have probably been getting all kinds of notifications about your tax forms and where to find them.  As you start building your file to get your taxes done, it is easy to feel a little unsure of all the forms that you need.  Here is a helpful list of common

Financial Planning Friday: 2 ways to give yourself a raise in 2018

January 26th, 2018 by Jeran Van Alfen, CFP®

Do you want to earn more money in 2018?  Here are two ideas that you can do right now to organize your money so that it is working harder for you and putting more money in your pocket. 1. Open a high-yield savings account for your cash Do you have cash sitting in the bank?  If not, check out this

5 steps to achieve your financial goals in 2018

January 12th, 2018 by Jeran Van Alfen, CFP®

We are almost two weeks in to 2018 and as we maintain this month’s theme of Financial Organization, I think it’s the perfect time to discuss how to accomplish your financial goals for this year.  Here are 5 things that you can do right now to get organized and make sure you are working toward your goals. Step 1: Get

Independence allows us to work for you

January 11th, 2018 by Jeran Van Alfen, CFP®

There is a front page article in the Wall Street Journal today titled, Discount Brokers Push Pricier Services, written by Jason Zweig and Anne Tergesen.  Since this article references Fidelity Investments along with other brokerage services Schwab and TD Ameritrade, we thought it would be important to offer an explanation of our relationship with Fidelity so that our clients understand

Financial Planning Friday: 7 Steps to financial organization!

January 5th, 2018 by Jeran Van Alfen, CFP®

Happy New Year everyone!  Welcome to 2018!  This year, I will be writing Financial Planning Friday each week based on a monthly financial planning topic.  Throughout the month, I will be providing education and resources that cover different aspects of the topic.  I will also be promoting a live online event toward the end of the month so that we can

Investment Insights: Mutual Fund vs. ETF

January 5th, 2018 by Anchor Bay Capital's Investment Team

If you have an investment account, there is a good chance that you have owned or considered owning a fund of some variety. Funds are a very useful investment vehicle for investors, but it is important to know how they function and when they should be utilized in your portfolio. Diversification is a staple of constructing a good portfolio. Funds

A Message from the President: Getting the right combination of tradition and innovation.

January 5th, 2018 by Jeran Van Alfen, CFP®

As we start 2018, I would like to communicate how honored I am to serve as President of Anchor Bay Capital, Inc.  Whether you work with us directly or you engage with us periodically for advice, I am excited for what we can accomplish together.  In stepping into this new role, I hope to demonstrate that our company has the right combination