Founder’s Message: A Team Approach

January 5th, 2018 by Anchor Bay Capital's Investment Team

Happy New year and a very successful 2018 to all. I begin with some administrative news that I’m happy to share. As some of you know I have been in

A quick comment on Bitcoin:

December 29th, 2017 by Anchor Bay Capital's Investment Team

I have been receiving more questions about Bitcoin and other cryptocurrencies as Bitcoin’s price run has been in the news lately.  My general advice is that an investment in cryptocurrency

3 ways the new tax reform will affect your financial plan

December 29th, 2017 by Anchor Bay Capital's Investment Team

As you explore the new tax reform law with your tax advisor, here are 3 things you may need to keep in mind as you approach your finances this year:

Financial Planning Friday: Make 2018 better by Automating Your Personal Finances.

December 29th, 2017 by Anchor Bay Capital's Investment Team

As we approach the New Year, I am sure at some point you will have a moment of reflection on 2017 and thoughts of inspiration for what you can accomplish

December Market Commentary

December 1st, 2017 by Anchor Bay Capital's Investment Team

This month’s commentary contains:   A note from Scott Spiering, Chief Portfolio Manager Should I Invest while the Market is High? by Tanner Wrisley, Associate Portfolio Manager A note from

Financial Planning Friday: How the Republican Tax Bill Affects Your Financial Plan

December 1st, 2017 by Anchor Bay Capital's Investment Team

As I write this, it appears that Senate Republicans are gaining momentum to pass their highly debated tax bill.  So far this year none of this administration’s main agenda has

November Market Commentary

November 13th, 2017 by Anchor Bay Capital's Investment Team

With stock indexes higher than ever and varying opinions on how the economy will be affected by politics and policies, it is important to maintain a sound strategy that is

Portfolio Changes: Preparing for Stock Volatility

October 26th, 2017 by Anchor Bay Capital's Investment Team

The stock market reaching new highs has become familiar news this year and as investors we have been experiencing positive returns with very little worries.  This has been an incredible

Financial Planning Friday: 3 Steps to take right now with your 401(k)

October 13th, 2017 by Anchor Bay Capital's Investment Team

You probably received a quarterly statement recently showing your progress in your retirement plan for the last 3 months.  As you review your account balance and investment gains and losses,

Financial Planning Friday: 5 Steps to Maximize Your Benefits at Work

October 6th, 2017 by Anchor Bay Capital's Investment Team

It’s October which means open enrollment season for your benefits at work is approaching.  Choosing the right benefits can be intimidating for anyone, and often I get the question, “Am