Tax Law Change Proposals – Take 2
October 7th, 2021 by Jim AllenIn 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 AllenThis 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
Retirement is a Dirty Word!
August 17th, 2021 by Jim AllenAs 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 AllenIn 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 AllenWhen 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 AllenAesop 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 SpieringWhen 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 AllenWith 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, CFAAs 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
Market Outlook – 4th Quarter 2021
August 25th, 2021 by Scott SpieringThere 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