September 2026 Blog Newsletter
Captain’s Log The Biggest Threat to Your Portfolio May Be Your Next “Great Idea” It often starts innocently. A friend mentions a stock that “can’t miss.” A new investment theme…
Late-Stage College Planning: How to Help Your Child Without Putting Retirement on Hold
For parents of high school students, college planning can bring a mix of excitement and financial anxiety. As acceptance letters, campus visits, and tuition estimates enter the conversation, one question…
August 2026 Blog Newsletter
Captain’s Log When Headlines Change: Keeping Your Financial Plan in Focus Recent headlines about inflation, interest rates, trade policy, and global events can create understandable concern. When markets move, it…
The Educator’s Guide to Retirement: Understanding Your State Pension and Planning Beyond It
For Illinois educators, a pension is one of the most valuable retirement benefits you’ll ever receive. But despite its importance, many teachers and school administrators don’t fully understand how it…
July 2026 Blog Newsletter
Captain’s Log History Teaches About Long-Term Investing As the United States approaches its 250th anniversary, it is a good moment to step back and remember that progress has never come…
The Anchored Life: How Our Core Values Shape Your Financial Future
When choosing a financial advisor, most people focus on services, investment strategies, and performance. While those things certainly matter, they don’t tell the whole story. At Anchor Wealth Management, our…
June 2026 Blog Newsletter
Captain’s Log UTMA Accounts vs. Trump Accounts: What Families Should Know For families who want to save and invest for a child or grandchild, UTMA accounts and Trump Accounts can…
How to Vacation on a Budget (Without Sacrificing the Fun)
Vacation should be something you look forward to — not something you’re still paying off months later. With a little planning and intentional spending, you can enjoy a memorable trip…
May 2026 Blog Newsletter
Captain’s Log Chasing Shiny Objects – Why Discipline Outperforms Hype In the high-stakes theater of modern investing, the “bright shiny object” (revolutionary AI startup, the explosive meme stock, or the…
Who Should Inherit Your Wealth? Planning Ahead to Protect Your Family and Your Legacy
Deciding who should inherit your wealth isn’t just a financial decision — it’s a deeply personal one. And while many people assume their intentions will be carried out without issue,…
April 2026 Blog Newsletter
Captain’s Log Why Working with Multiple Advisors May Be Costing You More Than You Think It’s not uncommon for us to meet families who have assets spread across two or…
Tax Day Strategies: Last-Minute Tips for Filers
If you’re just getting started on your taxes in April, the honest answer is: you’re late. But you’re not out of options. While many of the best tax strategies require…