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Anchor Bay Capital Now Offers Affordable Estate Planning Through a Partnership with EncorEstate Plans
The COVID pandemic has taught us that nothing is certain and we need to help our clients plan for every eventuality. This often means encouraging each of our clients to have an estate plan in place. I recently worked on the administration of a trust and estate for someone who died unexpectedly. The individual had…
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Series I Bonds – A Positive Development From the Inflation Spike
Last month we wrote an article about the current inflation spike and the pain it is inflicting on your monthly spending. The higher cost of living can be attributed to a combination of supply chain issues causing demand to exceed supply for goods, and a shortage of workers due to COVID and demographic trends. Inflation…
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Mutual Funds are the VHS of the Investment World
When I started my career in financial planning way back in 1986, mutual funds were the best way to provide clients a well-diversified investment portfolio. The creation of mutual funds allowed clients of more modest wealth the opportunity to invest in a broad basket of stocks and bonds with professional management, which really opened investing…
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