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 often becomes difficult to ignore: How much can we afford to help without putting our own financial future at risk? It’s a balancing act. You…
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 is natural to wonder whether you should make a change. At Anchor Wealth Management, we believe successful investing is not about reacting to every headline.…
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 approach is guided by something deeper: our values. The word Anchored is more than our name; it’s our philosophy. It’s the foundation for every recommendation…
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 both play a role, but they are built for different goals. UTMAs offer broad flexibility and simple setup, while Trump Accounts are more retirement-style accounts…
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 latest medical cure) acts as a siren song. It promises a shortcut to wealth, fueled by social media echo chambers and the hope of rapid…
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.…
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 just as much from a reset — your finances. A financial spring cleaning gives you a chance to refocus your strategy, eliminate unnecessary clutter, and…
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…
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, it benefits from a thoughtful strategy that aligns with your values, tax situation, and long-term legacy plans. A strategic approach to philanthropy allows you to…
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…