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…
March 2026 Blog Newsletter
Captain’s Log Are CDs Really “Safe” Right Now? Interest rates are beginning to drop — and CD rates are already falling. In some cases, banks lowered CD yields before the…
Spring Cleaning Your Finances: Decluttering and Organizing for a Stronger Year
Spring is the season of fresh starts. As you clean out closets, organize your garage, and open windows to let in fresh air, don’t forget one area that could benefit…
February 2026 Blog Newsletter
Captain’s Log What Does Your Money Need to Do for You in the Next 12 Months? At Anchor Wealth, we believe money is not the goal. It is a tool.…
Philanthropic Giving Strategies: How to Give with Purpose and Impact
For many individuals and families, philanthropy is about more than generosity; it’s about making a meaningful, lasting impact. But effective charitable giving doesn’t happen by accident. Like any financial goal,…
January 2026 Blog Newsletter
Captain’s Log January 2026 Market Perspective: Volatility Is Normal—Staying the Course Matters As we begin a new year, it’s natural to reflect on market performance and wonder what lies ahead.…
Credit Card Debt Is Your Financial Worst Enemy — Here’s How to Defeat It
Credit cards are often marketed as convenience, a simple swipe now, deal with it later. But for many households, that “later” turns into months or even years of payments, interest…
December 2025 Blog Newsletter
Captain’s Log Merry Christmas! The team at Anchor Wealth wishes you a very Merry Christmas and a safe, happy New Year! We are deeply grateful for you—our clients. Your trust,…
The Top Three Factors People Miss When Planning for Retirement
Most people approach retirement planning with good intentions: you save diligently, invest consistently, try to picture what life will look like after your working years. But even the most thoughtful…