January Captain’s Log Building A Purposeful Financial Journey With Clients Happy New Year! Anchor Wealth Management had an incredible 2023, exceeding expectations and building meaningful connections with clients. My vision for 2024 is inspiring—helping clients better understand the purpose of their money and aligning it with their unique goals and aspirations. The approach of asking…
Read More
For many people, January ’tis the season for paying off holiday bills. In a world that constantly bombards us with advertisements and temptations to spend, the idea of a “No Spend Month” may seem challenging or even daunting. However, this financial challenge is not about depriving yourself of necessities; it’s about making conscious choices to…
Read More
Who doesn’t dream of being a millionaire? The allure of financial freedom and the ability to live life on your own terms is something we all aspire to achieve. At Anchor Wealth Management, we’ve had the privilege of supporting both seasoned millionaires and those just embarking on their investment journey. Ever wondered about the secrets…
Read More
September Captain’s Log Reflect On Your 2023 Financial Goals As we approach the last quarter of 2023 let’s not be complacent in managing our personal finances! Let’s continue to be good stewards of the money we have each been trusted to manage. My wife and I have had conversations recently while revisiting our budget and…
Read More
Traditionally, September’s fall weather brings with it a fall in the stock market. The reasoning behind this notion is often attributed to various factors, including investors returning from summer vacations and reevaluating their portfolios, as well as corporations releasing earnings reports that might not meet expectations. In addition, some infamous historical market crashes, such as…
Read More
August 2023 Blog Newsletter August Captain’s Log College Planning for Illinois Residents Everyone is in the mindset of going back to school! The process of getting school supplies, working out childcare, pick up and drop offs, to lunches! It is a busy time of the year. There are a lot of moving parts. Parents may…
Read More
Parenthood is hard! But that truth makes grandparenting a joy for so many. I’ve heard many grandparents in my office talk about the joys of being a grandparent, while citing the reality that you get to have all of the fun without the same amount of responsibility! But for more than 3 million grandparents in…
Read More
New Year’s resolutions look different for everyone, but they all have the same goal: to make sure this year’s version of you is improved in some way over last year’s. That change can come in the form of weight loss, a new job, or financial goals. Like a New Year’s resolution, your comprehensive financial plan…
Read More
I’ve committed my career to helping people plan for retirement. During the planning phase, I help individuals imagine their ideal retirement scenario and then create a comprehensive financial plan that makes that imagined scenario a retirement. But the thing about life is that it rarely—if ever—goes as planned. Over the past two years, I have…
Read More
Optimism And Pessimism Require The Same Amount Of Energy. Choose Wisely It’s the time of year when I traditionally write an article about goal setting and how to make this year your best year ever financially. The news headlines tell me that I should be writing an article about recession and how to protect your…
Read More