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
Market Update 12/18/18 & Holiday Hours
December 18th, 2018 by Anchor Bay Capital's Investment TeamMarket Update 12/18/2018 A number of economic pressures have caused a continued increase in market volatility. There has been a slowdown in global growth which has some investors worried.
Post-Midterm Elections: Market Expectations Timeline
November 9th, 2018 by Matt LargeThe midterm elections are over. The Democratic Party took over majority control in the House while the Republican Party strengthened its majority in the Senate. For the most part, these
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