July 2025 Blog Newsletter
Captain’s Log How the “Big Beautiful Bill” Affects Your Financial Plan On July 4, 2025, the federal government passed the One Big Beautiful Bill Act—a sweeping new law that…
2025 Halftime Check-Up—See Where Your Money Stands
As we hit the halfway mark in 2025, now is a great time to pause and assess your financial progress. Whether or not you’ve met with your advisor recently, this…
June 2025 Blog Newsletter
Captain’s Log The Loss of Purchasing Power on Excess Cash, CDs, and Money Market Holdings: A Look Back at 2020–2024 I remain fascinated—not by clients’ and prospects’ decisions to hold…
How to Claim Social Security Wisely
When it comes to retirement, Social Security is one of the biggest pieces of the puzzle—but it’s also one of the most misunderstood. You’ve likely heard a mix of advice…
May 2025 Blog Newsletter
Captain’s Log Simplify Your Financial Life with One Trusted Advisor In today’s complex financial landscape, investors often seek professional guidance to manage their portfolios and plan for the future. While…
Financial Conversations to Have With Your High School or College Grad
Caps are flying, cameras are flashing—and just like that, your student is stepping into a whole new world. Whether they’re packing for a dorm or prepping for their first full-time…
April 2025 Blog Newsletter
Captain’s Log Turning Challenges into Opportunities: How to Invest Strategically Amid Tariffs and Market Volatility If you’ve been watching the headlines lately, you’ve probably noticed the word tariffs popping up…
Here’s Why Your Financial Plan Should Be as Unique as You Are
Let’s face it: life doesn’t follow the same script for everyone. Some people want a house full of kids; others dream of early retirement and world travel. Some are supporting…
March 2025 Blog Newsletter
Captain’s Log The Hidden Cost of Cash: How Inflation Erodes Your Purchasing Power At Anchor Wealth, we encourage our clients to maintain cash savings at their banks for emergency funds,…
Building Wealth the Right Way: Ignoring the Noise, Focusing on the Plan
Investing can feel like a roller coaster, there are ups, downs, and a lot of noise along the way. Every day, there’s something new grabbing headlines: the latest stock craze,…
February 2025 Blog Newsletter
February Captain’s Log The Benefits of Advisors Understanding the Purpose of Your Money Understanding the purpose of a client’s money offers two key benefits: 1. Personalized Financial Planning – By…
Are You a Financial Match? The Money Talk Before Tying the Knot
So, you’ve found your person—the one you want to build a life with. Congrats! But before you say “I do,” there’s one important (and slightly unromantic) topic to cover: money.…