Newsletter
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 three different advisors. In fact, while this only applies to less than 3% of Anchor Wealth clients today, we see it frequently in new relationships.…
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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 Fed even moved because they anticipated what was coming. That raises an important question: If inflation is 3% and your CD is earning about the…
Read MoreFebruary 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. A tool that provides security. A tool that creates freedom from worry. A tool that gives you options when life presents opportunities—or challenges. As we…
Read MoreJanuary 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. Headlines often focus on short-term swings, but history gives us a much clearer—and calmer—perspective. One important truth worth repeating: volatility is not a sign that…
Read MoreDecember 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, partnership, and commitment have made 2025 another year of meaningful growth and prosperity for our entire Anchor Wealth family. Thank you for continuing to walk…
Read MoreNovember 2025 Blog Newsletter
Captain’s Log Why Doing Less Often Leads to More: The Hidden Cost of Constant Trading There is an old saying in investing: “Portfolios are like a bar of soap—the more you touch them, the smaller they get.” It is a funny image—but it is also true. The more investors try to “help” their portfolios by…
Read MoreOctober 2025 Blog Newsletter
Captain’s Log Staying Calm During the Government Shutdown As I write this, the government has been shut down for nine days and counting. The Kalshi betting markets currently estimate it could last around 25 days. The fact that people can bet on things like this is a bit wild—but then again, maybe they should find…
Read MoreSeptember 2025 Blog Newsletter
Captain’s Log A Smart Move at Age 59½ Did you know that once you turn 59½, most retirement plans allow you to take what’s called an in-service distribution? In plain terms, this means you can roll money out of your employer’s plan and into an IRA—without leaving your job. Why does this matter? Proactive Management:…
Read MoreAugust 2025 Blog Newsletter
Captain’s Log Start Investing Your Excess Savings Begin investing your excess savings—cash, CDs, and money markets—that exceed your 3–6 months of living expenses and any large purchases you anticipate over the next 12 months. For example, if your monthly expenses are $5,000, you should have between $15,000 and $30,000 in your emergency fund. In addition,…
Read MoreJuly 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 impacts taxes, retirement, business ownership, employee compensation, and federal benefits. Because these changes often include complex rules like phase-outs and limits, it’s important to understand…
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