Captain’s Log

How Much Money Do You Need to Work With a Financial Advisor?

February 8, 2024

Effectively managing your money helps pave the way for a secure retirement and many financial advisors would say that process should begin when you start earning your first paycheck. But when is the right time to begin working with a financial advisor? Are there minimum assets needed before scheduling that first meeting? The bottom line…

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Notebook with red pencil writing

How to Crush a No Spend Month

January 3, 2024

For many people, January ’tis the season for paying off holiday bills. In a world that constantly bombards us with advertisements and temptations to spend, the idea of a “No…

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December 2023 Blog Newsletter

December 28, 2023

December Captain’s Log A Peak Ahead To 2024 What does history tell us about the performance of the S&P 500 during U.S. Presidential Election Years? One common narrative floating around…

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5 Simple Habits of the Average Millionaire

December 5, 2023

Who doesn’t dream of being a millionaire? The allure of financial freedom and the ability to live life on your own terms is something we all aspire to achieve. At…

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Anchor Wealth Management November 2023 Blog Newsletter

November 30, 2023

November Captain’s Log Heartfelt Thanksgiving Gratitude From The Team At Anchor Wealth Management As Thanksgiving approaches, I find myself reflecting on the gratitude we feel for the incredible clients who…

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October 2023 Blog Newsletter

November 13, 2023

October Captain’s Log NOW Is The Time To Share Anchor Wealth Management With Friends And Family! Read the headlines. United Auto Workers strike, nurses strike in Joliet, IL at Ascension…

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Navigating Open Enrollment and Your Financial Health

November 13, 2023

Open Enrollment is an annual period that carries substantial weight in the realm of personal finance and healthcare. During this time, individuals can make critical decisions that impact their financial…

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Spooked about Planning for Retirement in 2024? Here are 5 Steps to Take Today

October 20, 2023

Retirement can be an exciting yet daunting prospect. It’s a time to reap the rewards of your hard work and enjoy life to the fullest. However, the thought of retirement…

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September 2023 Blog Newsletter

September 26, 2023

September Captain’s Log Reflect On Your 2023 Financial Goals As we approach the last quarter of 2023 let’s not be complacent in managing our personal finances! Let’s continue to be…

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The September Syndrome: Myth or Reality?

September 14, 2023

Traditionally, September’s fall weather brings with it a fall in the stock market. The reasoning behind this notion is often attributed to various factors, including investors returning from summer vacations…

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August 2023 Blog Newsletter

August 24, 2023

August 2023 Blog Newsletter August Captain’s Log College Planning for Illinois Residents Everyone is in the mindset of going back to school! The process of getting school supplies, working out…

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Things To Consider When You Consider A Second Home

August 24, 2023

One of the most rewarding parts of my work as a financial advisor is watching people go from uncertainty about their future to confidence in their future. In the transformation,…

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What You May Be Missing by Getting a Large Refund

August 24, 2023

You can always tell when it’s tax season. For me, it’s the notable change in advertising messages that go out. Retailers begin asking consumers to consider making a large purchase…

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