Captain’s Log

Purposeful Giving: Maximize Your Charitable Impact This Holiday Season

November 1, 2026

The holiday season is a time for generosity. Whether you’re supporting a local nonprofit, donating to a favorite charity, or passing down a tradition of giving, every contribution can make a difference. With a little planning, you may also be able to make your charitable dollars go further. New tax rules taking effect in 2026…

October 2026 Blog Newsletter

October 23, 2026

Captain’s Log There’s Always a Reason to Wait If you’ve watched the news lately, you could easily list a few reasons to hold off on investing. There’s ongoing conflict overseas, and…

The Psychology of Investing: How to Tune Out Market Noise and Stay Anchored

October 1, 2026

Investing would be easy if we could remove one thing from the equation: ourselves. Markets go up. Markets go down. Headlines get louder. And suddenly, the long-term investment strategy that…

September 2026 Blog Newsletter

September 30, 2026

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

September 1, 2026

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

August 31, 2026

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

August 1, 2026

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

July 31, 2026

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

July 1, 2026

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

June 30, 2026

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)

June 1, 2026

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

May 30, 2026

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

May 1, 2026

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,…