October Monthly Investment Update

October 3rd, 2017 by Anchor Bay Capital's Investment Team

It 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

Weekly Market Commentary 7/26/17

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

Last 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 Team

Summer 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 Team

Recent 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 Team

Last 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 Team

Last 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 Team

As 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 Team

The 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

Looking back on 2016

December 22nd, 2016 by Anchor Bay Capital's Investment Team

Looking back on 2016, I’d have to say it was a year full of surprises. The biggest, of course, was the news in November that Donald Trump won the election

Market Commentary: September 13, 2016

September 14th, 2016 by Anchor Bay Capital's Investment Team

As I write this Tuesday afternoon, U.S. stock indexes are displaying more of their recent volatility, finishing down for the 2nd day out of the last 3. Last Friday, the