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
Weekly Market Commentary 7/26/17
July 26th, 2017 by Anchor Bay Capital's Investment TeamLast Week’s Market: The S&P 500 finished up a half a percent last week as stocks continue their steady march upward for the year. Small moves in both directions
Financial Planning Friday: Summer Tips for Raising Financially Smart Kids
June 23rd, 2017 by Anchor Bay Capital's Investment TeamSummer is here! At this point in June, most of us have adjusted to those younger humans that are around the house more now that school is out! Whether you
Weekly Market Commentary June 15, 2017
June 15th, 2017 by Anchor Bay Capital's Investment TeamRecent Portfolio Moves: Yesterday some changes were made to your portfolio through rebalancing our models to the allocation appropriate with their overall objectives. Rebalancing simply brings your portfolio back
Weekly Market Commentary May 31, 2017
May 31st, 2017 by Anchor Bay Capital's Investment TeamLast Week’s Market: Last week marked the 100th trading day for the year and so far stocks have shown strong growth and very little volatility over this period. The S&P
Weekly Market Commentary May 23, 2017
May 23rd, 2017 by Anchor Bay Capital's Investment TeamLast Week’s Market: We saw the first sizable market pullback since September of last year as the S&P 500 fell 1.8% on Wednesday. The volatility was short-lived and overall
Financial Planning Friday: Oh Behave, Baby!
May 19th, 2017 by Anchor Bay Capital's Investment TeamAs I was sitting in the bleachers watching my son’s baseball game last weekend, I overheard a conversation that went something like this…”This stock market, how much higher can this
Tax Day has come and gone…What can you learn?
April 28th, 2017 by Anchor Bay Capital's Investment TeamThe tax filing deadline was almost two weeks ago and I know it is probably a distant memory by now. However, a quick review of your tax return could make
October Monthly Investment Update
October 3rd, 2017 by Anchor Bay Capital's Investment TeamIt is already October! For me it feels like this year has at times flown by and at other times just been standing still. Hopefully this month finds you enjoying