Taxes: Bad for the Economy, Good for the Soul?
June 21st, 2019 by Tanner WrisleyJust about every human on earth is affected by taxes in some way. In the U.S., taxes have long been at the core of political disagreement and are very much
Washington Report
June 12th, 2019 by Jim AllenLast week I had the opportunity to travel to Washington DC to meet with members of Congress on behalf of the Financial Planning Association of CA and also advocating for
Social Security Retirement Benefits – Read the Fine Print
June 3rd, 2019 by Jim AllenSocial Security retirement benefits are an important part of most people’s retirement income plan. In fact, according to the Social Security Administration, it often accounts for 40% or more of
Estate Planning is Not Just for the Rich
May 17th, 2019 by Jim AllenThinking about death is an uncomfortable topic for most people. Then, when you phrase it as “estate planning”, most people just say “well that is for wealthy people” and rationalize
Portfolio Manager Commentary
May 10th, 2019 by Anchor Bay Capital's Investment TeamChina Jitters. This past week, worries about trade tensions with China have elevated stock market volatility. President Trump announced tariffs on $200 billion in Chinese goods will rise from 10%
Pardon Our Dust…
May 10th, 2019 by Anchor Bay Capital's Investment TeamWe have moved to a different suite in our office building while the remodel of our office is in progress. We expect to be in the temporary space for the
Building Your Retirement Income Pyramid
May 6th, 2019 by Jim AllenOne of the biggest concerns we hear from clients that are thinking about the transition to retirement is “How am I going to replace my paycheck? “ This is a
No Pain – No Gain: Financial Fitness and Physical Fitness Both Require Commitment
April 25th, 2019 by Jim AllenNo Pain – No Gain; we have all heard that saying as it relates to getting and staying in shape right? Getting in shape and staying in shape not only
Utilizing Tax Diversification and Tax Location to Lower Your Tax Bill
April 18th, 2019 by Tanner WrisleyAs an investor, the tax implications of an investment should always be on the forefront of one’s mind. Ignoring the consequences of a trade or opening the wrong type of
Portfolio Manager Commentary
June 27th, 2019 by Anchor Bay Capital's Investment TeamOur outlook at the moment is “cautious”. Many factors are leading us to take this approach with our investment portfolios: • The Trump administration ratcheted up tensions with Iran by