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 in a straight line. Our country has lived through wars, recessions, inflation spikes, political division, market crashes, and periods of deep uncertainty, yet over time…
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…
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, the reality is that unclear or incomplete planning can lead to confusion, conflict, and even legal battles among family members. The good news is that…
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…
Credit cards are often marketed as convenience, a simple swipe now, deal with it later. But for many households, that “later” turns into months or even years of payments, interest charges, and stress. Left unchecked, credit card debt can quietly undermine your financial progress and limit your ability to build real wealth. The truth is…