3rd Quarter Market Commentary – The Fed Speaks
October 11th, 2019 by Anchor Bay Capital's Investment TeamAgainst the backdrop of an intensified trade dispute with China and a softening economy, the Fed lowered its federal funds rate target by another quarter point at its September 18
Fall Has Arrived and So Has Tax Planning Season
October 2nd, 2019 by Jim AllenNow that summer is over, people’s thoughts turn to cooler fall weather and the impending holiday season. Fall is also the time to start thinking about any year-end tax planning
Will the “SECURE” Act Help Secure Your Retirement?
September 17th, 2019 by Jim AllenThe Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 is currently awaiting approval in Congress and may very well be signed into law this year. It has
Stock Market Demand is Changing, and We Like Where it’s Heading
September 9th, 2019 by Tanner WrisleyThere is an interesting phenomenon occurring in financial markets today. Although the trade war with China is in-fact, interesting, this is not what I am referring to. Three different circumstances
Retirement – A Labor of Love
August 29th, 2019 by Jim AllenLabor Day is typically thought of as the informal end of summer – a last hurrah before school starts and the weather starts to change. Labor Day was created in
When to Take Social Security – the Six Figure Decision
August 15th, 2019 by Jim AllenAccording to a recent research study, U.S. retirees would be able to generate an average of $111,000 more per household over their lifetime by choosing the optimal Social Security claiming
The Market is Just a Bunch of Robots
August 9th, 2019 by Tanner WrisleyRecently, on Monday August 5th, the stock market took a large dip with the Dow Jones Industrial Average falling about 540 points or 2%. This drop came as a result
Just What the Heck is Financial Planning Anyway?
August 1st, 2019 by Jim AllenPretty much anywhere you go for information on finances these days, TV, radio, the internet, social media, newspapers, or books you hear about “financial planning.” It is fast becoming a
2nd Quarter Market Commentary
July 25th, 2019 by Anchor Bay Capital's Investment TeamWhile the economy was generally positive in the second quarter, the markets were quite volatile with several ups and downs. The quarter began with U.S. stocks reaching new highs, until
Inversion Confusion
August 27th, 2019 by Anchor Bay Capital's Investment TeamOn August 14, the classic inverted yield curve (10-year treasury yields lower than 2-year treasury yields) reared its ugly head for the first time in over a decade. Since then