
Founder’s Message: A Team Approach
January 5th, 2018 by Anchor Bay Capital's Investment TeamHappy 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 TeamI 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 TeamAs 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 TeamAs 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 TeamThis 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 TeamAs 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 TeamWith 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 TeamThe 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 TeamYou 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 TeamIt’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