For Illinois educators, a pension is one of the most valuable retirement benefits you’ll ever receive. But despite its importance, many teachers and school administrators don’t fully understand how it works until they’re approaching retirement. The good news is that you don’t have to figure it out alone. By learning the basics of your pension…
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…
Vacation should be something you look forward to — not something you’re still paying off months later. With a little planning and intentional spending, you can enjoy a memorable trip without blowing your budget or setting yourself back financially. In fact, a successful, stress-free vacation often starts with the same habits you build at home:…
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…
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…
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…
Most people approach retirement planning with good intentions: you save diligently, invest consistently, try to picture what life will look like after your working years. But even the most thoughtful plan can overlook a few major factors that have a significant impact on your long-term financial stability. Health Care Costs Before and After Medicare Health…
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…