Health Care – Your Biggest Risk in Retirement?
August 25th, 2020 by Jim AllenHealth Care Sticker Shock For many people, health care will be the largest expense they have during retirement. In fact, according to Fidelity Benefits Consulting, a 65-year old couple retiring
Buy Low, Sell High? Easy!
August 15th, 2020 by Tanner WrisleyEveryone has heard the saying “buy low, sell high”. Even if you haven’t, it is fairly intuitive and is the objective of just about every investment a person will ever
Market Update – Stock Market Recovery and Outlook
August 10th, 2020 by Anchor Bay Capital's Investment TeamAgainst the backdrop of an economic pullback, resulting from the Covid-19 related business shutdown, the stock market has staged an impressive recovery from its March lows. After peaking February 19
Your Financial Plan Is Not Finished Unless Your Estate Plan is Up-To-Date
August 5th, 2020 by Jim AllenEstate Planning is an essential component of your overall financial plan. It allows you to gain more control over aspects of your life both during your lifetime and after your
Should You Consider A Divorce Financial Analyst for Your Divorce?
July 24th, 2020 by Jim AllenAs the Baby Boomer generation enters or nears retirement, they are faced with the increased likelihood that their retirement years could be a very long period indeed. People in their
It’s What You Keep – Not What You Make That Counts
July 17th, 2020 by Jim AllenOur motto here at Anchor Bay Capital is: “It’s not what you make but what you keep that counts.” We take this motto seriously to heart, which is why we
Market Timing & Individualized Investing
July 2nd, 2020 by Tanner WrisleyThe coronavirus pandemic has brought tremendous amounts of volatility to the stock market. The wild swings up and down have many investors wondering when they should deploy their money. But
Simple Estate Planning Mistakes Can Wreck Families
June 17th, 2020 by Jim AllenMost people usually equate financial planning with investment management, but it is much more than that. Our comprehensive “Money Life” process takes a holistic approach to all aspects of your
Strategies for Staying Afloat During the Coronavirus Pandemic
May 27th, 2020 by Jim AllenThe Coronavirus Pandemic has turned out to be a once in a generation event that has affected millions of people worldwide both physically and financially. This pandemic has essentially shut
The “CARES” Act Has Been Passed – Financial Relief for Consumers Is Coming
April 6th, 2020 by Jim AllenWith the COVID 19 pandemic rapidly spreading and the entire country on lock down, Congress finally passed the anticipated financial relief legislation and President Trump has signed it into law.