Investing can feel like a roller coaster, there are ups, downs, and a lot of noise along the way. Every day, there’s something new grabbing headlines: the latest stock craze, a hot new crypto coin, or a friend swearing by the “next big thing.” It’s tempting to jump on the bandwagon. But here’s a simple…
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February Captain’s Log The Benefits of Advisors Understanding the Purpose of Your Money Understanding the purpose of a client’s money offers two key benefits: 1. Personalized Financial Planning – By understanding a client’s goals and values, advisors can create tailored financial plans that align with their priorities and aspirations. 2. Enhanced Client Relationships – A…
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So, you’ve found your person—the one you want to build a life with. Congrats! But before you say “I do,” there’s one important (and slightly unromantic) topic to cover: money. The “financial talk” might not give you butterflies, but it’s the secret to a stress-free, happy future together. Here’s how to make it simple and…
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January Captain’s Log What Can I Expect from the Market the YearFollowing the Presidential Election? The stock market is often a source of curiosity and concern during and afterpresidential election years. Many investors wonder if political transitions or policychanges will significantly impact their portfolios. While countless factors influencemarket performance—many unrelated to politics—historical trends can offer…
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Life has a way of throwing curveballs when we least expect them. Whether it’s an unexpected medical expense, job loss, or a sudden change in family dynamics, being financially prepared can make all the difference. No one can predict when a financial emergency might arise, but having a plan in place ensures you’re ready to…
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December 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 to serve each of you—our clientsare the reason we do what we do. As the year comes to a close, take a moment to reflect on the successes of2024 and…
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When it comes to financial stability, many of us feel like we’re swimming upstream. Mounting bills, unexpected expenses, and the overwhelming world of financial planning can leave even the most organized individuals feeling stressed. But financial peace is achievable—it just takes a plan and the right mindset. One of the most effective tools to help…
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With Thanksgiving and Christmas right around the corner, the season of giving is here! It’s a special time to give back to your community in meaningful ways. With a little planning, you can make your donations go even further without overextending yourself. Here are five tips to help you make the most of your holiday…
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October Captain’s Log November 5th is Only a Few Weeks Away As the Presidential Election approaches, it’s no surprise that it’s top of mind for our clients and dominating the news. With November 5th just around the corner, I’d like to remind our readers that this is the third time in the past 12 months…
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As fall approaches, so does open enrollment season—a critical time for employees to review and make important decisions and updates about their benefits. Most companies start open enrollment on November 1st, so now is the time to get organized and make sure you’re prepared. Review Your Current Benefits Before considering new options, take a thorough…
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