Financial Planning Friday: Hacking Your Financial Mind Part 1
July 1st, 2016 by Anchor Bay Capital's Investment TeamThe recent shake up in the global stock markets created a lot of news this week. With the doom, cynicism, humor, and information that we receive through the media in
Financial Planning Friday: Taxes, Now or Later?
June 10th, 2016 by Anchor Bay Capital's Investment TeamDid you know that the average person makes 6 to 10 financial decisions every day? From simple shopping choices to major life transitions, we are constantly faced with the challenge
Does Your Family Need a Giving Plan?
May 13th, 2016 by Anchor Bay Capital's Investment TeamOn a routine drive to the store the other day, I asked my 9-year-old daughter what her and her friends were talking about at school. I listened as she said
Financial Planning Friday: What Happens If You Don’t Have A Will?
April 29th, 2016 by Anchor Bay Capital's Investment TeamYou’ve probably heard in the news lately that rock icon Prince was one in a long list of celebrities who have died without proper estate planning. As news unfolds as
Are High Fees Undermining Your Retirement Savings?
April 28th, 2016 by Anchor Bay Capital's Investment Team“Where there is no loss, the gain is obvious.” This is a variation of an old Chinese proverb with a very simple concept. Basically, what you don’t lose you get
Financial Planning Friday: Follow This Rule When Spending a Tax Refund.
April 15th, 2016 by Anchor Bay Capital's Investment TeamIn this tax-day version of Financial Planning Friday, I thought it would be helpful to discuss some ideas for a refund. Over the years, I have noticed that people sometimes
Thinking of Retiring? You Need to Understand Sequence of Returns Risk.
April 6th, 2016 by Anchor Bay Capital's Investment TeamThis is the year! If you have your calendar marked and you are counting down the days to walk out the door, you undoubtedly have a rock solid income plan
Financial Planning Friday: Spend Some Quality Time With Your 401k.
April 1st, 2016 by Anchor Bay Capital's Investment TeamWith the tremendous responsibility of getting your work done and managing your current needs, you are also in charge of creating your own retirement paycheck. For most working individuals, their
The Word The President Of The United States Wants You to Know.
March 18th, 2016 by Anchor Bay Capital's Investment TeamWith all of the attention on the upcoming election, there are some items that the current administration want to get done before they hand over the keys to The White
Winning. Consistency Matters, Especially in Your Portfolio.
April 14th, 2016 by Anchor Bay Capital's Investment TeamAs you may be aware, last night was a great night if you are a basketball fan! I watched as Kobe said goodbye in a memorable way by scoring 60