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
Five Tips for Getting the Most Out of Your 401(k)
April 16th, 2019 by Jim AllenOver the past 30 years or so, the 401(k) had become the standard for employee retirement plans. Before that, companies typically provided a pension or profit sharing plan and assumed
Transitioning to Retirement – Use a Dimmer Switch Approach not a Light Switch
March 28th, 2019 by Jim AllenWhile the thinking on what retirement is supposed to be has started to shift, for most people the idea / dream of retirement is to stop working altogether. This used
5 Facts about Dividends You May Not Know
March 22nd, 2019 by Tanner WrisleyDividends play an important role in an investor’s portfolio. A dividend is a distribution from company earnings, paid out to its shareholders. These nifty little payments can have a huge
The Anchor Bay Team is Growing!
March 18th, 2019 by Anchor Bay Capital's Investment TeamPlease join us in welcoming our new team members. Jonathan L. Chatfield, CFA Senior Portfolio Strategist Jon has served in Portfolio Management, Investment Analyst, and Compliance roles over his 25+
A “Goldilocks” Economy For Now
March 15th, 2019 by Anchor Bay Capital's Investment TeamAt this juncture we seem to be in a “Goldilocks” economy – not too hot, not too cold. While economic growth continued at a more robust pace in 2018, as
The Retirement Reality Timeline
March 6th, 2019 by Jim AllenIt’s Time to Get Ready for Retirement As you approach your mid-fifties there are some important milestones to be aware of as it pertains to getting ready for retirement. Whether
It Isn’t Too Late to Save on 2018 Taxes
February 8th, 2019 by Jim AllenWith income tax filing season rapidly approaching, there is still time to consider planning opportunities that may be available to lower your tax bite come April 15th. Deduction Opportunities One
2019 First Quarter Recap
April 9th, 2019 by Anchor Bay Capital's Investment Team1st Quarter Market Commentary by Scott Spiering, Founder and Chief Investment Strategist Coming off its worst quarterly performance in 7 years the S&P 500 made a substantial rebound from December