Market Update – Post-Election Outlook

November 30th, 2020 by Jonathan Chatfield, CFA

The election has passed and although the outcome remains contentious, we are edging closer to the electoral vote on Dec 14 and certification of the final outcome. The market has

Hot Off the Press – Important Tax Numbers for 2021

November 14th, 2020 by Jim Allen

As 2020 winds down, we start to look towards planning for 2021. Hopefully, next year will be a little more normal and the COVID pandemic will start to ease and

Everything has Risk, Even Your Cash!

November 6th, 2020 by Tanner Wrisley

What is the least risky asset one can hold? Many people assume that cash is safest because the dollar is our baseline, its how we measure the value of everything

Smart Tax Strategies to Consider Before 2020 Ends

October 27th, 2020 by Jim Allen

Our motto here at Anchor Bay Capital is: “It’s not what you make but what you keep that counts.” We live this motto daily and incorporate it into every aspect

The COVID Crisis has Caused a College Planning Crisis

October 14th, 2020 by Jim Allen

This year has been one like no other. The COVID pandemic has turned our everyday lives upside down, caused the tragic loss of over 200,000 lives, cratered the economy and

Market Update – Post-Election Gains May Be Muted

October 8th, 2020 by Jonathan Chatfield, CFA

Since our last update (August 5), certain economic indicators that had prompted us to underweight our allocations in most models have posted minor improvements and the stock market has posted

Life Insurance in Retirement – “To Keep or Not to Keep, That is the Question”

September 22nd, 2020 by Jim Allen

September is National Life Insurance month and is the time when we conduct annual life insurance policy reviews for our clients. Life insurance is an important component of most people’s

Who Are Your Stocks Rooting for in This Year’s Election?

September 18th, 2020 by Tanner Wrisley

Election Day is less than two months away on Tuesday, November 3rd. For obvious reasons, this year has been unprecedented in many ways. On Wednesday of this week, we hit

Smart Financial Tips for Millennials

September 11th, 2020 by Jim Allen

When it comes to your finances, it is never too early to start planning. By developing good financial habits early and using the magic of compounding, even small amounts of

House Rich & Cash Poor – Paying Off Your Mortgage

August 31st, 2020 by Jim Allen

As you near retirement, there are many things to worry about: running out of money, rising health care costs and nursing home care for example. Another big concern is “where